
Advisors|News|Wealth Planning

What Questions Should You be Asking Your Private Banker?
April 11, 2022
Everyone needs banking services, but some people need more. In the world of high net worth individuals, private bankers can […]

In the Search for a Financial Advisor, Not All Professional Designations Are Created Equal
May 8, 2018
“If you’ve ever searched for a financial advisor, you’ve probably noticed the dizzying array of designations and credentials that come […]

When Clients Divorce, So Should Advisers
August 12, 2016
First Western Trust’s Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes for the Wall Street Journal about potential conflicts of interest […]