Update Browser for the full First Western experience.

It looks like you may be using Internet Explorer. For the best experience on our site, we recommend using the most recent version of Google Chrome, FireFox, or Microsoft Edge.

When Clients Divorce, So Should Advisers

First Western Trust’s Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes for the Wall Street Journal about potential conflicts of interest that arise when advisers retain both spouses in a divorce – particularly in ones that are not amicable.

While retaining both spouses through the transition is perfectly doesn’t break any state regulations, the inherent conflict of interest can make this something to avoid.

Read the full WSJ article here.

Connect With Our Team