Providing Customized Services for Discerning Clients

At Paramount Associates Wealth Management, we believe that financial guidance should be personal, disciplined, and grounded in purpose. Our approach is not built on products or sales tactics — it is built on listening, understanding, and designing frameworks that support your long-term financial well-being.

We proudly serve individuals, families, and business owners across the Denver Metro area, including Greenwood Village, Denver Tech Center (DTC), Centennial, Cherry Hills Village, Englewood, Lone Tree, Highlands Ranch, Parker, Castle Pines, and Castle Rock. While our perspective is broad, our focus is always specific — it starts with you.

Our Philosophy:
Financial Success Begins With Understanding You

Financial decisions matter. So do the people behind them. We begin every relationship with intentional curiosity. We want to understand where you’ve been, what you’re aiming for, and how your financial life intersects with your personal goals. We don’t believe in templated plans or pre-packaged solutions — because real financial planning should reflect your unique story and future aspirations. Fiduciary responsibility guides our process. That means your interests come first in every recommendation, strategy, and decision we make.

Team

Scott Tremlett, CIMA®, CFP®, ChFC®
CEO / Chief Investment Officer

Scott is the Chief Investment Officer at Paramount Associates and has been in the financial services industry for over 25 years. Financial education has always been a priority for him. He holds the Certified Investment Management Analyst® (CIMA®), Certified Financial

Planner® (CFP®), and Chartered Financial Consultant® (ChFC®) designations.

Scott teaches at pro bono financial planning events for the Colorado Financial Planning Association, previously taught at Kaplan Financial Education helping advisors pursue the CFP® designation, and currently promotes financial literacy in the Denver community as a member of the Association of Financial Educators. He also serves on the Alzheimer’s Association Executive Team.

Scott’s CIMA® and CFP® credentials reflect advanced training in both investment management and comprehensive financial planning. He completed the Yale School of Management’s Investment Management Theory & Practice program as part of his CIMA® certification and specializes in portfolio construction and wealth management for high-net worth clients. As a CFP® professional, his expertise spans investment management, tax planning, retirement planning, estate planning, employee benefits, and insurance, and he adheres to the CFP® Board’s Code of Ethics and professional standards.

Before establishing Paramount Associates, Scott was a Financial Advisor at Waddell & Reed, a Financial Advisor and Retirement Planning Specialist at Morgan Stanley, and a Vice President and Financial Consultant at Charles Schwab. He earned a bachelor’s degree in finance from the University of Wisconsin–Milwaukee. Originally from Milwaukee, Scott lives in Parker, Colorado. In his free time, he enjoys concerts, sporting events, and staying active through swimming, running, hiking, snowboarding, working out, and playing basketball. He has also volunteered with Denver Urban Scholars, Autism Speaks, Special Olympics, and Food for Thought.

Andrew Klein Co-Founder

Andy is a highly experienced wealth manager and financial planning specialist who helps clients map out a workable plan designed to meet their needs and objectives, both on a short-term basis and in the long term, into and through retirement. In addition to financial planning, his areas of expertise include trust services, fixed income investments and investment management.

Before establishing Paramount Associates, Andy was a Financial Advisor at Waddell & Reed. Earlier in his career, he held the positions of First Vice President, Wealth Management, Financial Planning Specialist and Financial Advisor at Smith Barney; Assistant Vice President, Institutional Fixed Income Sales, and Second Vice President, Convertible Bond And High-Yield Bond Trading Desk at Drexel Burnham Lambert in New York City; and Assistant Treasurer and Assistant Branch Manager at United Counties Trust Company in Cranford, New Jersey.

Andy earned a bachelor’s degree in economics and business management from North Carolina State University.

Originally from Little Silver, New Jersey, Andy lives in Denver. In his free time, he enjoys sailing, skiing, cooking and traveling. Andy is a past vice president of the Denver Active 20-30 Children’s Foundation.

Christopher Coyle, AAMS®
Financial Advisor / Marketing Director

Chris is an up and coming financial advisor, with his Accredited Asset Management Specialist® designation. As a fiduciary, he always prioritizes his clients wants and needs above anything else. Learning and education have always been a passion of his, which he focuses on spreading within the Paramount Associates’ community through his daily posts on Paramount’s social media pages:

Before joining Paramount Associates in April of 2022, he interned at REMI coordinating with the senior economist team – consulting with government agencies through economic models. Most recently he was working on residential real estate investing analytics at Vesterra Investments.

Chris earned a dual bachelor’s degree in Economics and English from Amherst College, where he participated in the Association of Amherst Students (government) as a Senate member for his graduating class. He was also a voting member of Amherst’s Investment Club focusing on the technology sector.

Since college in Massachusetts, Chris has returned to his home state of Colorado, and currently lives in Denver. In his free time, he enjoys spending time with friends and family: skiing, hiking, mountain biking, golfing, fishing and working out.

He is currently on the volunteer committee for both the Alzheimer’s Association of Denver and Autism Speaks Colorado, and is on the Parker Chamber of Commerce Government Affairs Committee.

Codi Robirds, AAMS®
Operations Manager

Codi, a proud Colorado native originally from Fort Collins, brings a wealth of experience and passion to our team. With a background that spans diverse industries and roles, Codi is known for her dedication to excellence and innovation.

Outside of work, Codi is an avid traveler who loves discovering hidden gems around the world, especially through food and new experiences. She has a deep love for the ocean and enjoys meeting new people and making new friends wherever she goes. Her adventurous spirit extends to camping, paddle boarding, and various outdoor activities. Codi also enjoys live music, arts and culture, and is deeply committed to health and wellness.

Codi’s commitment to making a difference is evident in her volunteer work, both locally and internationally, spending a month volunteering at an orphanage in Morocco. She is passionate about helping others and continues to engage in community service projects.

When not exploring or volunteering, Codi cherishes time with friends, family, and her two beloved dogs, Moose and Bonnie.

The Way We Work Is Deliberate and Thoughtful

Our approach to wealth management is designed to bring clarity to complexity. Rather than focusing on isolated financial products, we help you build coordinated strategies that connect:

• Comprehensive Financial Planning — aligning long-term goals with investment choices
• Retirement Income Strategy — designing income solutions for life beyond work
• Risk Management Planning — aligning your plan with your comfort with uncertainty
• Estate, Trust & Legacy Design — protecting what matters most for future generations
• Charitable Giving Integration — supporting causes you care about with intention
• Business & Succession Planning — ensuring continuity and confidence

By connecting these disciplines, we help you see your financial life as a whole — not a set of unrelated pieces.

How We Partner With You

We do not view our clients as accounts. We view them as people with lives, families, careers, and aspirations. We listen with care, communicate with transparency, and design strategies that reflect what you prioritize most.

When you work with us, you will notice:

• Open, clear communication
• Tailored planning, not scripts
• Coordination with your other trusted advisors
• Periodic review and recalibration
• A focus on long-term outcomes, not short-term noise

This partnership is not transactional. It is ongoing — rooted in fiduciary discipline, built on trust, and guided by mutual respect.

Our Commitment: Your Confidence

Our mission is simple, to provide you with financial guidance that brings confidence, clarity, and structure to your financial decisions. This means helping you anticipate potential risks, recognize opportunities, and stay focused on long-term goals — even when markets or life events introduce uncertainty.

We want you to understand why we recommend what we do — not just what we recommend.

Local Roots, Broader Perspective

While we are deeply rooted in Greenwood Village and the Denver Metro area, our perspective blends local insight with broader financial expertise. Colorado families often face unique financial concerns — from housing market dynamics to retirement migration patterns, tax considerations, and multi-generational transitions. Our role is to help you navigate these with purpose.

Our approach draws on meaningful relationships — with you, your CPA, your attorney, and any other professional working toward your success.

Frequently Asked Questions

What sets Paramount Associates apart?
We combine fiduciary discipline with personalized attention, ensuring your financial plan reflects your goals, not a template.

How do you tailor financial strategies?
By listening first — learning your priorities and constraints — then designing frameworks that match both your present realities and future aspirations.

Is your process collaborative?
Yes. We communicate clearly, engage with your trusted advisors when appropriate, and emphasize shared understanding in planning.

Begin Our Partnership

If you are seeking financial guidance in Greenwood Village or the Denver Metro area that is built around your unique objectives, let’s have a conversation.

Your financial life deserves clarity, intentional strategy, and a partner who listens.

Paramount Associates is a member of the Association of Financial Educators.

AFE is a nationwide educational bureau comprised of financial professionals in dozens of fields including investing, estate planning, accounting, tax, real estate, law, and more.

AFE members have a passion for education and share a common goal of empowering individuals and communities with the knowledge they need to take control of their own financial well-being.

Established in 2007 with the mission of promoting widespread and comprehensive financial literacy, AFE is the market leader in providing free educational workshops to companies of all sizes and in all market sectors throughout North America.

AFE members generously donate their time and knowledge and are bound by a rigorous Code of Conduct that demands transparency, accountability and integrity.

2024 Autism Speaks®

Champion

Member of the Parker Chamber of Commerce

2024 Alzheimer’s Association® Grand Champion

Member of The South Metro Chamber of Commerce

© 2025 Paramount Associates Wealth Management. Paramount Associates Wealth Management is a Registered Investment Advisor (RIA) located in Greenwood Village, CO. Providing Business Planning, Estate, Charitable Giving & Trust, Financial Planning, Portfolio Management, Retirement Planning, and Risk Management.

Investment Advisory Services offered through Paramount Associates Wealth Management, a Registered Investment Adviser.

Paramount Associates Wealth Management is a registered investment advisor located in Colorado. Paramount Associates Wealth Management and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Paramount Associates Wealth Management maintains clients. Associates web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Paramount Associates Wealth Management web site on the Internet should not be construed by any consumer and/or prospective client as Paramount Associates Wealth Management solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Paramount Associates Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Paramount Associates Wealth Management, please go to adviser.info.sec.gov. Please also see a copy of our Form CRS. A copy of Paramount Associates Wealth Management’ current written disclosure statement discussing Paramount Associates Wealth Management business operations, service, and fees is available from Paramount Associates Wealth Management upon written request. Paramount Associates Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Paramount Associates Wealth Management web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Paramount Associates Wealth Management) made reference to directly or indirectly by Paramount Associates Wealth Management in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Paramount Associates Wealth Management web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Paramount Associates Wealth Management (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Paramount Associates Wealth Management, or form any other investment professional. Paramount Associates Wealth Management is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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