Fee-Only Wealth Advisory & Financial Planning in Englewood, CO
Paramount Associates provides fee-only, fiduciary financial planning and wealth management services to surgeons, clinical specialists, commercial business owners, and retirees in Englewood and Arapahoe County, Colorado. Situated near the Swedish Medical Center and Craig Hospital healthcare corridors, our practice specializes in physician wealth management, Cash Balance pension design, practice asset protection, and tax-efficient retirement decumulation.
Strategic Financial Leadership for Englewood's Healthcare & Commercial Corridors
Anchored by the world-class regional healthcare institutions of Swedish Medical Center and Craig Hospital, Englewood is a major medical destination and thriving residential community. Residents include specialized surgeons, healthcare practice owners, commercial entrepreneurs along South Broadway, and pre-retirees living in historic neighborhoods like Arapahoe Acres.
Paramount Associates provides unbiased, analytical financial guidance. Operating as an independent Registered Investment Advisor (RIA), we coordinate your complete balance sheet through our comprehensive financial planning process.
Core Advisory Focus Areas for Englewood Clients
Demographic
Physicians, Surgeons & Medical Practice Owners
Primary Financial Need
High taxable income, asset protection needs
Strategic Advisory Execution
Cash Balance & Defined Benefit plans, practice tax mitigation
Demographic
South Broadway Business Owners & Contractors
Primary Financial Need
Business tax reduction, succession planning
Strategic Advisory Execution
Solo 401(k)s, Tiered Profit Sharing, buy-sell agreements
Demographic
Pre-Retirees in Arapahoe Acres & Hampden
Primary Financial Need
Sustainable retirement cash flow & RMD mitigation
Strategic Advisory Execution
Multi-bucket decumulation, Roth conversion ladders
Medical Specialist, Surgeon & Healthcare Practice Wealth Planning
For physicians and surgical specialists in Englewood, high earned income creates severe marginal tax rates. Through our business planning and exit advisory, we design:
- Custom Defined Benefit and Cash Balance pension plans allowing $150,000 to $300,000+ in annual pre-tax deductions.
- Asset protection strategies coordinated with top Colorado legal counsel through our estate planning practice to shield personal wealth from professional liability.
- Optimization of hospital retirement plans (403(b), 401(a), 457(b)).
Tax-Efficient Retirement Decumulation & Roth Ladders
For pre-retirees preparing to step away from clinical practice or business ownership, our retirement planning practice constructs multi-bucket cash flow plans that sequence drawdowns across taxable, pre-tax, and Roth accounts through our tax planning practice.
Institutional Portfolio Design & Asset Location Optimization
We construct globally diversified portfolios via our fiduciary investment management, placing tax-inefficient assets in tax-deferred accounts and high-growth equities in taxable and Roth accounts.
Serving Swedish Medical Center and Craig Hospital healthcare professionals via our Englewood Wealth Management Office.
Englewood Wealth Management OfficeFrequently Asked Questions
Optimize your medical practice earnings, tax strategy, and retirement roadmap.
Schedule a complimentary discovery meeting with our Englewood advisory team.
Required Disclosures
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
Private market investments are not for everyone. There are stringent investor qualifications due to restrictions on transparency and liquidity. Private market investment internal costs vary in structure and amount—it is important to understand all risks involved.