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2020 Financial Markets Update


Wealth management articles, analysis, and market commentaries.
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The Medicare Surtax: Does It Apply to You?

September 27, 2012

First Western Trust’s Assistant Director of Wealth Planning, David Cerullo, CPA, CFP®, discusses the introduction of the Medicare surtax and provides […]

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Navigating Retirement

September 10, 2012

The lack of a realistic retirement plan can jeopardize your lifestyle and your legacy. By establishing a vision for your […]

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Focus on Phishing

September 10, 2012

Phishing is an illegal attempt via phone, mail or internet to gain the personal information of a company or individual. […]

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Retirement: How Much Is Enough?

August 30, 2012

First Western Trust’s Director of Retirement Services, Paula Hendrickson, CFP®, discusses important factors to consider in planning for your retirement […]

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August 20, 2012

DENVER – August 20, 2012 – First Western Financial Inc. (“First Western”) has been recognized by Inc. Magazine as one […]

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Why Wyoming Makes Sense

August 1, 2012

With the upcoming tax law changes likely to go into effect, now is the time to establish a Wyoming trust. The addition of our experienced teams in Jackson Hole and Laramie, Wyoming, enhances our expertise and ability to assist you in capitalizing on the state's progressive and advantageous laws.

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Succession Planning for the Family Business

August 1, 2012

There is a striking disconnect in family business succession planning between intentions and reality, and there are numerous statistics that underscore it.

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Eight Reasons to Establish a Wyoming Trust

August 1, 2012

By establishing a trust, you are building a foundation for the security and protection of your family. With the addition […]

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Retirement Update – Second Quarter 2012

July 27, 2012

Director of Retirement Services, Paula Hendrickson, CFP®, and Katherine Berke, CFP®, vice president and portfolio manager of First Western Trust, […]

2020 Financial Markets Update

Fraud Prevention Tips

July 3, 2012

At First Western Trust, we make the security of our client information a priority. Our committment to the safety and […]