Whether you’re deciding on the best financial strategy for your family or your business, First Western Trust is here to guide you. We believe that financial decisions are about more than financials and that managing your wealth is not a stand-alone process. Finding a team and company that will help you manage and review your entire financial situation as a whole, rather than maneuvering several unconnected advisors, can be difficult. At First Western, we know that your financial decisions are all connected and should be considered through a holistic lens.
We have assembled a team of accomplished professionals who work closely across multiple disciplines to ensure our clients are offered the best banking options for their individual financial situation. First Western offers the sophistication of a large financial institution and the personalization of a boutique bank to best serve our clients’ needs each day. We understand that you have many goals for your family, career, experiences, and legacy, and we tailor a full suite of financial tools to help you reach your objectives.
Our Story
First Western’s mission is to be the best private bank for the Western Wealth Management Client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted advisor platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming, and California.
When assessing clients’ financial needs, we act as a financial partner focusing first on learning what matters most to them. We believe that a person’s wealth is about more than just the money in the bank. It is about protecting your family, growing your business, investing in your community, and recognizing the important moments in your life. Once we know what matters most to our client, we provide a fully integrated suite of wealth management services on our private trust and bank platform so you can fuel a life that is rich in relationships, experiences, and spirit.
Scott Wylie, an entrepreneur and banker, founded First Western in 2002 with the vision to create an organization that wouldn’t force individuals to choose between high levels of sophistication or personalized boutique service. At First Western Trust, we look at wealth differently. Hear more about our history and approach where our team of experts look at each dimension of your wealth and put your story at the center.
Our Process
We believe that we have developed a unique private banking process that best serves the Western Wealth Management Client. Through our relationship-based team approach, we work closely with you to become trusted advisors and develop a customized financial plan that supports all areas of your wealth. This allows us to deliver a comprehensive selection of services in Wealth Planning, Trust and Estates, Investment Management, Private Banking, Risk Management/Insurance, and Mortgage Services. For your business needs, we offer a suite of Commercial Banking services including Lending, Deposit, Treasury Management, Employee Benefits & Retirement Consulting, Health Savings Account Advisory, and Nonprofit Banking.
Our ConnectView® approach represents an understanding of a simple financial truth: Every financial decision—every investment, real estate holding, trust, or philanthropic endeavor—connects. It’s a belief that when one of these financial realities changes, no matter how small, it affects others.
With each new client, our experienced advisors facilitate a discovery process to gain an understanding of the complexities that make up your financial world. By looking at everything as a whole, with focused expertise, we develop an understanding of your entire financial picture and create custom-tailored solutions to help you reach your goals.
With the understanding that life brings about changes, both expected and unexpected, our approach requires ongoing review to ensure our solutions continue to match your objectives. ConnectView® is how we work with our clients; it’s communication, trust, and tailored solutions supported by experts with the knowledge and experience to bring your financial dreams to life.
Our Platform
First Western Trust offers a client experience that is widely unmatched across the financial industry. Our experienced, multidisciplinary teams and sophisticated wealth management products provide a unique opportunity to offer an extensive list of services, traditionally found with larger financial institutions, while still providing the high-touch and personalized experience associated with community and trust banks.
At First Western, we know that our associates are the ones who make the difference for our clients. We continually invest in our associates and hire only those who will best represent our core principles and provide excellent service for each of our clients. While individual relationship managers often control the client relationship at many financial institutions, we recognize the benefit that diverse specialties and professional backgrounds offer in finding the best financial options for an individual. Because of this, each client has a team of professionals who deliver multidisciplinary expertise to address any financial need.
The local teams work closely with subject matter experts in areas including Employee Benefits and Retirement Consulting, Mortgage, Insurance, and Treasury Management to customize our services to each client’s specific situation without sacrificing flexibility, expertise, or authority to efficiently meet complex client needs. Each of our local offices is designed to feel like a boutique private trust bank enhanced by a well-developed team of subject matter experts and experienced operations teams.
Using this model, we deliver a broad array of sophisticated, institutional quality wealth management products and services to meet the complex and diverse financial needs of the market. Our integrated product depth, financial strength, and a continued investment in our associates allow us to continually expand our product offerings and provide superior wealth management options for our clients.
If you would like to learn more about any of our services and see if we would be a good fit to support your financial needs, please do not hesitate to reach out to us or fill out the form below to speak with one of our team members.
Investment and insurance products and services are not a deposit, are not FDIC insured, are not insured by any federal government agency, are not guaranteed by the bank, and may go down in value.