Orchard
March 29, 2024
Insights
Week in Review: March 21, 2025
Recap & Commentary Markets ended the week modestly higher as the S&P 500 snapped its four-week losing streak. Unlike prior […]
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Beyond Investments: Building a Holistic Financial Plan for Your Family
A truly effective financial plan goes beyond investments—it integrates personal aspirations, business ambitions, and family priorities into a comprehensive strategy. […]
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Aimee Meester Named to Denver Business Journal’s 2025 40 Under 40 List
Denver, CO March 2024 — First Western Financial, Inc. (NASDAQ: MYFW) First Western Trust proudly announces that Aimee Meester, Chief […]
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Creating a Lasting Legacy: Steps to Set Up a Family Trust for Wealth Preservation
When it comes to preserving generational wealth, a family trust can be one of the most effective tools in your […]
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Financing Investment Properties for 1-4 Families: A Guide for High-Net-Worth Individuals
For high-net-worth individuals, investing in real estate—particularly multi-family properties—can be a key component of a diversified portfolio. Whether you’re looking […]
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