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OUR COMMITMENT TO PRIVACY

First Western Financial, Inc. (FWFI) is committed to maintaining the confidentiality, integrity and security of personal information regarding our current and prospective clients.  We are confident of our privacy practices and want you to know how we protect this information and use it to service your account.  You do not have to contact us to benefit from First Western Financial, Inc.’s privacy protections.  They apply automatically to all of our current clients, prospective clients and former clients.

PRIVACY ONLINE

Privacy, security and service in our iWealthSM online operations are just as critical as in the rest of our business.  We therefore employ all of the safeguards described below, along with the extensive use of firewall barriers, encryption techniques and authentication procedures.

When you visit First Western Financial, Inc.’s website, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited and average time spent on our website.  This information may be used, for example, to alert you to software compatibility issues, or it may be analyzed to improve our website design and functionality.

PRIVACY POLICY

Why We Obtain Personal Information

First Western Financial, Inc. uses your personal information to provide the superior service you expect from us.  We may use this information to develop, offer and deliver products and services; process transactions in your account; respond to inquiries from you or your representative; or to fulfill legal and regulatory requirements.

FACTS – WHAT DOES FWFI DO WITH YOUR PERSONAL INFORMATION?
WHY? Financial institutions choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
WHAT? The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • Account balances and payment history
  • Credit history and credit scores

When you are no longer our client, we continue to share your information as described in this notice.

 

HOW? All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial institutions can share their clients’ personal information; the reasons First Western Financial, Inc. chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information

Does FWFI share?

Can you limit this sharing?

For our everyday business purposes—
to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus etc.

Yes

No

For our marketing purposes—
to offer our products and services to you

Yes

No

For joint marketing with other financial companies

Yes

No

For our affiliates’ everyday business purposes—
information about your transactions and experiences

No

We don’t share

For our affiliates’ everyday business purposes—
information about your creditworthiness

No

We don’t share

For our affiliates to market to you

No

We don’t share

For nonaffiliates to market to you

No

We don’t share

Who We Are
Who is providing this notice? First Western Financial Inc. and its affiliates as listed below.

What We Do
How does First Western Financial, Inc. protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law.  These measures include computer safeguards and secured files and buildings.We do NOT disclose any nonpublic personal information about our clients, potential clients or former clients to anyone, except as permitted by law.  In addition we restrict access to personal information to those who require it to provide products and services to you.
How does First Western Financial, Inc. collect my personal information? We collect your personal information, for example, when you

  • Apply for a loan or open an account
  • Make deposits or withdrawals from your account or give us your contact information
  • Seek financial or tax advice
Why can’t I limit all sharing? Federal law gives you the right to limit only

  • Sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

 
Definitions
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • First Western Trust Bank (FWTB)
  • First Western Investment Management (FWIM)
  • First Western Investment Advisors (FWIA)
  • First Western Capital Management (FWCM)
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • First Western Financial, Inc. does not share with nonaffiliates.
Joint  Marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Our joint marketing partners include insurance companies and financial product or service companies.
Other Important Information

For California Residents Only: The information practices we have described above comply with federal law.  California laws place additional limits on sharing information about their residents.  If you are a California resident, we will automatically limit the disclosure of your information within and outside our family of companies as permitted or required by applicable law or regulation.

For your convenience, First Western Financial, Inc. offers several options for accessing and, if necessary, correcting your account information.  You can review your information independently using your statements or online services.  You may also email, write or call us with your request for information.  Specific mailing addresses and telephone numbers to contact us may be found on your statements and other correspondence.

QUESTIONS?   Call 1.877.505.1281 or visit www.myfw.com