Who We Are
In 2002, Scott Wylie, an entrepreneur and banker, led a group of Western business leaders to create an organization that provides individuals with high levels of sophistication and personalized boutique service. We opened our doors in March of 2004 as the first Western-based private bank – First Western Trust.
By building a team with deep knowledge in relationship banking as well as expertise in sophisticated investment management, they created an institution that provides Western clients with integrated wealth management solutions on a private banking and trust platform, along with our proprietary ConnectView® approach.
Their vision has led us to where we are today, with the goal of building the best private bank for the Western wealth management client for generations to come.
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.Learn More About Our Approach