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 […]

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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 […]

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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 […]

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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 […]

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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. […]

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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. […]

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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 […]

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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 […]

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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 […]