Understanding The Four Biggest Threats To Your Wealth
June 16, 2021
You’ve worked hard and gotten your financial situation under control by spending responsibly and saving money for all of your […]
Department of Labor Grants 60-Day Delay of Fiduciary Rule
June 15, 2017
By: Empower Retirement legislative and regulatory affairs The U.S. Department of Labor’s (DOL) fiduciary rule redefining “investment advice for a […]
Connecting Our Clients, Associates, and Community
March 2, 2017
Boulder Shelter for the Homeless One of our Boulder team’s favorite community events is our monthly meal service at the […]
Introducing a Series of Service Enhancements
October 24, 2016
We’re excited to announce a series of service enhancements! We understand that your busy schedule doesn’t always fit into the typical […]
Planning for College
September 26, 2016
Summer has come to a close, and with the kids back in school, many parents of high-school-aged children are starting […]
Halfway Through the #WealthIsAbout Grants Contest
September 26, 2016
We are so excited about the fantastic support our communities have given First Western Trust’s #WealthIsAbout grants contests so far. […]
Ditch the Doom, the Election Will Take the Market Higher
April 28, 2016
Our Chief Investment Officer Debra Silversmith provides a market outlook on CNBC.com that cuts through irrational market fears. “The U.S. […]
Year-End Wealth Planning Strategies Webinar
November 20, 2014
With 2015 just 6 weeks away, it’s important to take a look at your finances and determine which year-end tax and […]
Planning for a Business Ownership Transition
November 13, 2014
In our 2014 Connecting Generations event, we welcomed Lisa Clay, CFO of Advance Tank and Construction; Brad Florin, a lifelong […]
Year End Tax Strategies for 2013
October 31, 2013
On October 30, 2013, Melissa Montgomery-Fitzsimmons, director of wealth planning, and Dane Winter, wealth planning advisor, shared their insight into […]