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2020 Financial Markets Update


Wealth management articles, analysis, and market commentaries.
Financial plan with money

Set Yourself Up for a Successful 2012

November 9, 2011

Dave Cerullo, Wealth Advisor, CPA, CFP and Bill Lyne, J.D., host a webinar on year-end planning strategies.

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Win-Win Strategies for Charitable Giving

November 9, 2011

Bill Schmidt, Senior Trust Officer, hosts a webinar on win-win strategies for charitable giving.  

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Engineering Your Retirement Withdrawals

November 3, 2011

Warren Olsen, Chief Investment Officer, provides an investment update and David Cerullo, CPA, Wealth Advisor, hosts a webinar on engineering […]

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Estate Planning Authority Joins First Western Trust’s Wealth Planning Group

October 26, 2011

Veteran Denver Attorney Bill Schmidt Appointed Senior Trust Officer  DENVER—October 26, 2011—As part of its ongoing commitment to providing unparalleled […]

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State of the Market Conference Call – October 19, 2011

October 19, 2011

First Western’s Chief Investment Office, Warren Olsen, hosta a conference call on the current state of the markert – October […]

2020 Financial Markets Update

First Western Trust expands retirement consulting services team.

October 12, 2011

DENVER—October 12, 2011—First Western Trust Bank (“First Western”) today announced the appointment of Irene J. Antonio as a Relationship Manager […]

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First Western Named One of America’s Fastest-Growing Private Companies by Inc. Magazine

October 12, 2011

DENVER– October 12, 2011 — First Western Financial, Inc. (“First Western”), the holding company of First Western Trust Bank (www.myfw.com), […]

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Perceptions of Corporate Trustees

October 3, 2011

While trusts are established for a variety of reasons and take many different forms, the careful consideration of who should […]

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First Western Financial, Inc. Named Third Fastest Growing Private Company by the Denver Business Journal

July 19, 2011

DENVER — July 19, 2011 — First Western Financial, Inc., the holding company of First Western Trust Bank (www.myfw.com) – […]

2020 Financial Markets Update

First Western Named One of Denver’s Fastest Growing Companies by Denver Business Journal

July 15, 2011

First Western banks on conservative approach “Conservative might not be the first word that comes to mind when you think […]