California is known for its bustling start-up scene, vibrant entertainment, and sunny coastlines, making it the perfect location for the Western Wealth Management Client. Many of our clients are first or second-generation wealth creators who look at wealth management differently and desire a high-touch experience in managing their money. We know that our clients expect a certain lifestyle and that creating a wealth story means understanding the aspects of your life that mean the most to you.
At First Western Trust, you benefit from the unique combination of sophisticated, institutional-quality Wealth Planning, Investment Management, Private Banking, and Mortgage services on a boutique private banking platform. We take the time to understand all dimensions of your wealth and tailor our services to meet your goals, delivered by a proactive, local team with strong ties to the Los Angeles and Southern California community.