Scott Tremlett

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About Scott Tremlett

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.

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General Information

Firm Start Year

2017

No. of Employees

CRD#

4514583

Firm CRD#

288537

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®, CIMA^®

Securities Licenses

Series 7, Series 31, Series 63, Series 65

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100K+

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893947/paladinregistry-Paramount-Associates-Wealth-Management-detailed-disclosure.html

Disclaimer

© 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.

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Paladin Research Report For:

Paramount Associates Wealth Management