Local Insight, National Strength
At First Western Trust, we understand that successful wealth management requires both personalized service and specialized expertise.
Our Expertise Supporting Your Wealth Goals
We structure our Wealth and Investment Management teams to provide the best of both worlds: local advisors who know your unique needs, backed by the deep resources and specialized knowledge of a national organization. This approach allows us to deliver a tailored experience that meets your financial goals while providing the strength and expertise needed to navigate complex markets and wealth structures.
Local Professionals
Subject Experts
Best of Both Worlds
Experienced Professionals in the Office
Each of our First Western Trust offices is staffed with highly experienced wealth and investment management professionals who understand the unique financial landscapes and needs of their specific regions. These local experts offer a personalized approach, working closely with you to develop a financial plan that aligns with your goals, values, and long-term objectives.
Personalized Service
You’ll have a direct relationship with your local advisor, ensuring you receive attentive, customized service that reflects your specific financial situation.
Deep Regional Knowledge
Our local teams are immersed in the communities they serve and understand the regional economic trends, industries, and opportunities that can impact your wealth.
Quick, Accessible Support
Being based locally means your advisor is available to meet with you in person, providing immediate and responsive service whenever needed.
Leverage Our Subject Knowledge
While our local teams offer a personal touch, they are also supported by a network of subject matter experts across our regional and corporate offices. This includes specialists in areas such as tax strategy, estate planning, alternative investments, and philanthropic giving. By leveraging this expertise, our local advisors can provide more comprehensive solutions and address complex financial needs.
Holistic Wealth Management
Our national team includes experts in a wide range of financial disciplines, ensuring that no matter how complex your situation, we have the resources to craft the right solution.
Cutting-Edge Investment Strategies
With access to national investment insights and research, we ensure your portfolio is managed with the latest strategies, tailored to both market conditions and your individual risk profile.
Collaborative Approach
Our subject matter experts work closely with your local advisor, ensuring seamless integration of specialized knowledge into your overall financial plan.
Expansive Resources, Local Touch
First Western Trust’s structure offers you the personalized experience of a small, local office while providing the strength and expertise of a large, national organization. By combining regional knowledge with national resources, we ensure you receive the best possible service and solutions.
Customized Financial Solutions
Your local advisor works with you to understand your specific goals and then collaborates with regional and corporate experts to ensure every aspect of your financial plan is optimized.
Comprehensive Wealth Strategies
Whether you need assistance with investment management, trust and estate planning, or tax strategies, you’ll have access to top-tier professionals who specialize in those areas.
Confidence and Security
With the resources of a national organization behind your local advisor, you can feel confident that your wealth is being managed with both personalized care and robust expertise.
— Brett H.
“As a fast moving growth company, we need to move fast and First Western Trust operates at our speed, which is not the norm in banking. Quality. First Western Trust does what they say they will do, and does it well.”
Our Solutions
Private Banking
Private banking services designed to provide personalized financial solutions for high-net-worth individuals, families, and business owners. Clients receive dedicated attention and customized strategies to align with their unique goals, ensuring a sophisticated and deeply personal banking experience.
Commercial Banking
Commercial banking services offer tailored financial solutions designed to meet the needs of business owners and organizations. By combining personalized attention with sophisticated tools like treasury management, lending, and customized depository services, clients can streamline operations and achieve their unique business goals.
Lending Solutions
Lending services deliver personalized financial solutions thoughtfully tailored to support clients’ personal and business objectives. With a strong focus on flexibility and collaboration, these services provide customized loan options and dedicated guidance to meet complex, unique financial challenges and emerging opportunities.
Ready to learn more? Let’s have a conversation.
Connect with our experts to explore how our local insights and national-level strength can help achieve your financial objectives.
Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
Wealth Management and Investment services are Not a deposit, Not guaranteed by the Bank, May Lose Value.