WorkWealth™ Benefits
WorkWealth™ Benefits helps you attract talent, reduce financial stress, and strengthen your company—through executive compensation and employee wellness.
Your Employees Are Your Greatest Investment.
Financial Wellbeing is the New Competitive Edge.
WorkWealth™ Benefits from First Western Trust transforms traditional benefits into a strategic advantage. Through one integrated program, we help you empower your team, strengthen retention, and safeguard your business’s future. Our approach unites leadership, workforce, and continuity strategies into a single solution designed to deliver measurable outcomes.
• 81% of employees say financial wellness programs increase loyalty.
• Organizations investing in financial well-being see 4× retention and 2× productivity.
• 93% of employees seek financial guidance.
Wealth Planning
Retirement Solutions
Break the Glass Plan
Additional Services
Sophisticated planning for executives. Accessible solutions for all employees.
Wealth Planning equips individuals with personalized strategies connecting professional success to long-term financial confidence. Key elements include:
- Executive financial strategies (equity comp, deferred comp, concentrated stock risk)
- 1:1 guidance with CFP® professionals
- Integrated insurance & risk management
- Legacy, trust, and philanthropic design
- Tax‑aware, multigenerational strategies
Retirement is not a product—it’s an outcome.
We help employers design and manage retirement programs aligned with workforce demographics and organizational goals. Key elements include:
- Employer-sponsored plan design & governance (401(k), ESOP, DB)
- Fiduciary oversight, benchmarking & vendor optimization
- Workforce education focused on readiness—not just participation
- Insurance-based retirement & income strategies:
- Executive bonus & supplemental arrangements
- Split-dollar & key‑person planning
- Income replacement & longevity strategies
Be Ready for When Life Changes—at Work and at Home
Break the Glass™ organizes an individual’s most essential financial, legal, medical, and personal information to ensure clarity and continuity during critical moments. Key elements include:
- Secure digital vault for vital documents
- Controlled emergency access
- Business succession & continuity planning
- Estate & end‑of‑life organization and wishes
How Else We Can Support Your Organization’s Wealth Journey
Designed to further differentiate and strengthen your benefits suite. Including:
- Talent attraction & retention strategies
- Executive bonus & split-dollar arrangements
- Succession & buy-sell planning
- Supplemental retirement & income strategies
- Advanced insurance planning for key individuals
Why It Matters
Organizations are under increasing pressure to attract, retain, and protect top talent—while navigating economic uncertainty, leadership transition, and operational risk.
The data is clear:
• Organizations investing in financial wellbeing see 4× retention and 2× productivity.
• 73% of workers report significant financial stress, costing employers $200B annually.
• 81% of employees say financial wellness programs increase loyalty.
Financial stress erodes productivity, accelerates burnout, and undermines enterprise resilience. Addressing it isn’t optional—it’s a strategic imperative.
Why WorkWealth™ Benefits?
Reduce Risk
By aligning executive compensation planning, retirement design, and financial education, organizations can minimize costly missteps, succession gaps, and unmanaged concentration risk.
Improve Productivity
When leaders and employees have clarity around equity, deferred compensation, and long-term financial strategy, they are better positioned to stay focused on performance and growth.
Build Loyalty
Providing personalized executive benefits and ongoing financial guidance signals a long-term investment in your people, strengthening trust and retention at every level.
Attract Talent
A well-structured executive benefits and financial wellness platform differentiates your organization in a competitive hiring market and reinforces your value proposition to top performers.
Improve Employee Well-Being
Proactive financial planning, retirement education, and accessible digital tools reduce stress and build confidence, supporting stronger engagement across the workforce.
– Scott Wylie, Founder and CEO
“Empowering employees with financial guidance isn’t just good for them—it’s good for business.”
Ready to learn more about WorkWealth™ Benefits?
Let’s talk about how WorkWealth™ Benefits can help you attract talent, reduce employee stress, and strengthen your business from the inside out.
Trust, estate planning, insurance, and investment products are not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed, subject to investment risks, including possible loss of the principal amount invested and may go down in value. Any information and research contained herein do not represent a recommendation of investment advice to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment, and it does not constitute an offer or solicitation to buy or sell any securities or investment services. This content is for informational purposes only and does not constitute legal or tax advice. Please consult your legal or tax advisor for specific guidance tailored to your situation. First Western Trust Bank cannot provide tax advice.