Insights
Connecting Generations with a Legacy Plan
December 13, 2013
Recently featured in ColoradoBiz magazine, Jim Sprout shares his advice on how to start conversations about legacy with your family. […]
How NextGens Think About Philanthropy
December 5, 2013
First Western Trust’s Director of Philanthropic Services, Alexis Boian, recently presented a webinar entitled Generational Divide: How NextGens Think Differently About Philanthropy. […]
One Conversation Can Connect Generations
November 14, 2013
By Jim Sprout Many of us want to talk to our children and grandchildren about our hopes for them after […]
Financial Life Planning Connects Generations
November 4, 2013
First Western Trust is committed to more than simply financial planning. We look at wealth management from a truly holistic […]
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 […]
First Western Trust Travel Guide
October 31, 2013
Our Arizona team recently hosted an event at the Phoenician Resort in Scottsdale that centered around experiential travel experiences. With […]
Connecting Generations
October 15, 2013
As part of our Connecting Generations series, our Northern Colorado team recently hosted their annual event in partnership with the […]
First Western Named to Top 250 Private Companies
October 11, 2013
First Western Financial, Inc. (“First Western”) has been recognized by ColoradoBiz magazine as one of the Top 250 Private Companies. This […]
Connecting Generations | Legacy Planning
October 11, 2013
As part of our Connecting Generations series, our Northern Colorado team recently hosted their annual event in parternship with the […]
Economic Update
September 30, 2013
First Western Trust’s Chief Investment Officer, Warren Olsen, recently shared his insights into the domestic and global markets. In his September […]