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Awards & Recognition

Five Star Wealth Manager — 10 Year Winner (2013–2025)

About

Scott Tremlett is the Chief Executive Officer and Chief Investment Officer at Paramount Associates Wealth Management. With over 25 years of experience in financial services, 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 completed the Yale School of Management's Investment Management Theory & Practice program as part of his CIMA® certification and specialises 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.

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.

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.

Areas of Expertise

Portfolio ManagementRetirement PlanningTax PlanningEstate PlanningInvestment ManagementRisk Management

Education & Credentials

University of Wisconsin–Milwaukee — B.S. Finance

CIMA® (Yale School of Management, Investment Management Theory & Practice)

CFP® designation

ChFC® designation

Career History

  1. CEO & Chief Investment Officer

    Paramount Associates Wealth Management

    1999 – Present

    Current
  2. Vice President & Financial Consultant

    Charles Schwab

  3. Financial Advisor & Retirement Planning Specialist

    Morgan Stanley

  4. Financial Advisor

    Waddell & Reed

About Paramount Associates Wealth Management

Paramount Associates Wealth Management is a fee-only fiduciary wealth management firm dedicated to guiding individuals and families through retirement and long-term financial planning. The firm emphasises trust, transparency, and tailored financial strategies built around each client's unique goals.

Visit paramountassoc.com

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