Denver, Colo. – January 30, 2014 – First Western Trust is proud to announce that their Retirement Consulting team has been named as one of the top 100 retirement plan advisers in the nation for 2014 by PLANADVISER magazine.
The Top 100 Advisers list is an annual listing of retirement plan advisers from around the nation that stand out in the industry based on assets under advisements, the number of plans under advisement, and other quantitative measures. First Western Trust was one of only three advisers selected from Colorado.
“I am very proud of how hard our team has worked this past year,” said Paula Hendrickson, director of retirement plan consulting. “We always strive to provide customized solutions to fulfill our client’s goals and are thrilled to be named among this exceptional group of advisers.”
The First Western Trust Retirement Consulting team has more than 80 years of combined experience in retirement planning. They are committed to helping employees reach retirement readiness and reducing their clients’ risks through fiduciary oversight and reviews, leaving their clients with the freedom to focus on their bottom line.
About First Western Trust
First Western Trust is uniquely positioned as the best private bank for the Western wealth management client by providing tailored solutions in the areas of wealth planning, private banking, investment management, and trusts and estates to meet client’s complex financial needs. With further specialties in retirement services, insurance, philanthropic services, and business banking, First Western delivers direct access to subject matter experts and sophisticated services through local, team-based relationships. First Western’s services are integrated through ConnectView, a proprietary approach that considers a client’s entire financial picture in designing integrated solutions to reach short- and long-term goals. Built specifically for clients based in the West, the firm has offices in Arizona, California, Colorado, and Wyoming.