For successful entrepreneurs who have complex personal and financial lives, First Western is the only wealth management and private banking institution that connects its clients with vastly more integrated financial guidance while at the same time ensuring strength and security during the best and worst of economic times. That’s our truth, our difference, and your benefit.
In 2002, Scott Wylie, an entrepreneur and banker, partnered with Warren Olsen, an expert in institutional investment management, to found First Western. They envisioned an organization that wouldn’t force individuals to choose between high levels of sophistication and personalized boutique service. Then, they built it.
By combining Scott’s depth of knowledge in relationship banking and Warren’s expertise in sophisticated investment management, First Western provides its clients with integrated wealth management solutions on a private banking platform. This vision has led to the ConnectView approach. It allows our associates to see how every financial decision affects others, and allows us to create plans that will most effectively meet our clients’ objectives.
Throughout our company’s history, we have embodied the entrepreneurial spirit that started with our founders. After all, this is what enables such a strong understanding of our clients. Our focus on risk management and our commitment to the clients and communities we serve have helped us succeed as an organization and, most importantly, as trusted advisors.