Paramount Advisory

A Breadth Of Services To Serve A Variety Of Needs

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Succession and exit roadmap
Key employee retention and benefits
Business valuation alignment
Tax-efficient sale structuring
Business Planning

Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Multi-generational wealth transfer
Trust structures and probate avoidance
Philanthropic giving & CRTs
Estate tax mitigation
Estate, Charitable Giving & Trust

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.

Holistic cash flow & goal mapping
Tax-conscious asset location
Education funding strategies
Dynamic life-stage adjustments
Financial Planning

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Institutional-grade asset allocation
Proprietary macro rankings
Tax-loss harvesting
Direct indexing & alternatives
Portfolio Management

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Sustainable withdrawal rate modeling
Social Security & pension timing
Healthcare & Medicare optimization
Longevity risk protection
Retirement Planning

Risk Management

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.

Downside market protection
Asset protection against liability
Life & disability stress testing
Long-term care contingencies
Risk Management

Ready to explore tailored wealth solutions?

Contact our Greenwood Village advisory team today to set up your complimentary initial discovery meeting. We will discuss your current financial structure and identify actionable ways to optimize your family's future.

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Paramount Associates Wealth Management adheres to strict fiduciary and confidentiality standards. Your information is never sold.