First Western Trust Adds Wealth Planning Advisor to Denver Team
Denver, Colo – October 30, 2013 – First Western Trust is pleased to announce a new addition to its Downtown Denver team. As Wealth Planning Advisor, Vera Divenyi will be working with clients to create tailored solutions for them in the areas of wealth transfer planning, retirement funding, risk management, philanthropic planning, tax, investments, and estate planning.
Ms. Divenyi brings extensive experience in wealth planning for clients, with a particular focus in optimizing 401(k) plans and helping clients work through liquidity events to define their optimum strategies. She also worked in commercial banking specializing in commercial credit. Ms. Divenyi earned her Juris Doctorate from McGeorge School of Law and her Bachelor of Arts from the University of Puget Sound.
“First Western’s approach focuses on bringing integrated wealth management services through ConnectView, our approach to understanding a client’s entire financial picture, including business, personal, and philanthropic goals,” said Lou Clinton, president of First Western Trust’s Denver office. “With Vera joining our team, her expertise further strengthens our ability to support the complete financial needs of our clients.”
About First Western Trust
First Western Trust is uniquely positioned as the best private bank for the Western wealth management client by providing tailored solutions in the areas of wealth planning, private banking, investment management, and trusts and estates to meet client’s complex financial needs. With further specialties in retirement services, insurance, and business banking, First Western delivers direct access to subject matter experts and sophisticated services through local, team-based relationships. First Western’s services are integrated through ConnectView, a proprietary approach that considers a client’s entire financial picture in designing integrated solutions to reach short- and long-term goals. Built specifically for clients based in the West, the firm has offices in Arizona, California, Colorado, and Wyoming.