Paramount Associates Wealth Management

Andrew Klein is a financial advisor with Paramount Associates Wealth Management in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Niagara International Capital Limited and Waddell & Reed, Inc. since 2009. Paramount Associates provides investment management, financial planning, retirement-plan advisory, and consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm uses a comprehensive financial planning process and an economic-driven global asset allocation framework to construct diversified portfolios, including alternative and private investments, and offers both discretionary and non-discretionary account management with regular monitoring.

Robert Tremlett is a financial advisor at Paramount Associates Wealth Management in Greenwood Village, CO, holding the CFP® and ChFC® designations with 23 years of industry experience. He has worked at Niagara International Capital Limited and Waddell & Reed, Inc., among other firms. Outside of his advisory role, Tremlett teaches at Kaplan, dedicating 16 hours per month to university-level instruction. Paramount Associates Wealth Management provides investment management, financial planning, retirement-plan advisory, and limited consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm employs a comprehensive financial planning approach combined with an economic-driven global asset allocation framework, managing portfolios that include mutual funds, ETFs, equities, bonds, and alternative investments.