VETTED

Scott Tremlett

CFP®, ChFC®, CIMA®
Paramount Associates Wealth Management
Scott Tremlett
Tel: 720-921-0325 6400 S Fiddlers Green Cir #925 Greenwood Village, CO 80111
An Elevated Advisory Experience
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.
About Paramount Associates Wealth Management
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.
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Our Team

Adonica
Adonica Ramirez
Director - Marketing & Client Relations

Adonica Ramirez is the Marketing and Client Relationship Lead at Paramount Associates, where she is deeply passionate about advancing financial education-particularly for women and small business owners-and empowering others to achieve financial freedom. She brings an extensive background in media and marketing, with experience spanning broadcasting, publishing, QSR, and financial services across Australia, South Asia, the Middle East, and North America. A global citizen at heart, Adonica has lived on four continents and is fluent in four languages. She holds an M.A in Communication from the Royal Melbourne Institute of Technology (RMIT), Australia. Adonica is also dedicated to giving back. She has volunteered with animal welfare organizations such as Patan Animal Rescue in Ecuador and Green Paws in the UAE. Most recently, she served on the board of Expanding Early Care and Learning (EECL) in Clear Creek County - Colorado, helping to improve access to quality, affordable childcare for local families. Outside of her professional life, Adonica enjoys travel, personal growth, and community engagement. Whether attending wellness retreats or hosting meditation groups, she is always seeking new avenues to grow, stay grounded, and discover meaningful ways to serve others.

Codi
Codi Robirds
Chief Operations Officer

Codi Robirds serves as Chief Operations Officer at Paramount Associates Wealth Management, where she leads the firm's operational strategy, business infrastructure, and organizational initiatives that support exceptional client service and sustainable growth. With a diverse background spanning multiple industries and leadership roles, Codi brings a unique blend of operational expertise, strategic leadership, and a passion for continuous improvement. As Chief Operations Officer, she oversees key operational initiatives that support the firm's growth, strengthen its culture, and ensure an exceptional experience for both clients and team members. A Colorado native originally from Fort Collins, Codi is driven by a spirit of curiosity, adventure, and service. She is an avid traveler who enjoys exploring new cultures through food, meaningful experiences, and connections with people around the world. Her love of the outdoors includes camping, paddle boarding, and spending time near the ocean whenever possible. Codi is passionate about giving back and is always looking for opportunities to make a positive impact through community involvement, volunteer work, and service initiatives, both locally and internationally. Outside the office, Codi enjoys live music, arts and culture, health and wellness, and seeking out new adventures with her husband. An avid animal lover, she also shares her home with their two beloved dogs, Moose and Bonnie.

General Information
Firm Start Year:

2017

No. of Employees:

2-4 Employees

States Licensed in:

CO

Number of Years with Current Firm:

9

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

Services
Investment Types:

Options & Futures, FOREX & Currency, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Our Office, Phone, Email, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$100K+

Compensation Methods:

Based on Assets

25 Years of Experience
CRD# 4514583Firm CRD# 288537SEC File# 801-125797Series: 7, 31, 63, 65
Compliance
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
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