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What We Offer

At First Western Trust, we understand that much of building your wealth involves protecting your family, creating a lasting legacy, and ensuring the ability to live out the lifestyle you desire. Our experienced teams are disciplined in all areas of wealth management including Wealth Planning, Trust and Estates, Investment Management, Private Banking, Risk Management/Insurance, Mortgage, and Philanthropic Services. We have a team, not just one person, working for your benefit so that you gain access to the best financial planning minds in the business.

Our Services at a Glance

Wealth Planning: The first step in analyzing your financial picture is understanding what matters most to you in creating your wealth story. First Western’s Wealth Planning experts conduct in-depth assessments to determine the best ways to achieve your goals, whether that’s establishing a trust for your loved ones or designing a retirement plan that allows you to travel the world.

Trust & Estates Planning: As trustee, our team is committed to preserving and managing your trust in a way that ensures your wishes are carried out and your loved ones are taken care of. We look at the documents you have in place and develop a succession plan to create your lasting legacy. Our team brings an objective view while maintaining a high-touch, fiduciary approach.

Investment Management: We understand that investments are important tools that can help you reach your larger financial goals. Once we see the full scope of your objectives and the legacy you want to leave, we build a portfolio to reach your goals. Our team of Investment Management professionals learns what matters most to you, simplify the complexities that make investing overwhelming, and customize a portfolio that’s connected to your story.

Private Banking: We believe that banking is more than a series of transactions; it’s an integral part of your financial success. Our Private Banking services are carefully designed to provide a level of service you’ve never experienced in banking before, and our team takes the time to understand the full scope of your finances through our ConnectView approach.

Risk Management/Insurance Services: With a team of qualified risk management solution experts, insurance can do much more than address the survivor benefits of life insurance. Our experts are disciplined in risk management, estate tax law, tax planning, and trust, and are committed to leveraging your returns while minimizing your risk.

Mortgage Services: Buying a home is often one of the most exciting – and, at times, stressful – experiences of your life. Our loan originators know this, and they use their extensive experience in the mortgage industry to make the home-buying and refinance processes as personal, streamlined, and easy as possible.

At First Western Trust, we understand that much of building your wealth involves protecting your family, creating a lasting legacy, and ensuring the ability to live out the lifestyle you desire. Our experienced teams are disciplined in all areas of wealth management including Wealth Planning, Trust and Estates, Investment Management, Private Banking, Risk Management/Insurance, and Mortgage Services. We have a team, not just one person, working for your benefit so that you gain access to the best financial planning minds in the business.

Are you interested in learning more about what First Western can do for you and your family? Submit the form below and one of our team members will reach out to discuss what services best suit your financial picture.