Aspen Wealth Management

At First Western Trust, we offer wealth management services designed to align with the unique needs of Aspen’s high-net-worth individuals and families.
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Wealth Strategies Tailored for You

At First Western Trust Aspen, we understand that managing wealth in a place like Aspen requires a unique approach. From seasonal income variations to the demands of long-term financial security, our expert team is dedicated to providing personalized solutions that reflect your lifestyle, ambitions, and the distinctive Aspen way of life.

We specialize in guiding high-net-worth individuals through the complexities of wealth management, offering everything from portfolio diversification to estate planning, ensuring your legacy is preserved for generations to come. Whether you’re an entrepreneur seeking investment strategies, a seasonal resident managing fluctuating cash flow, or an avid philanthropist aiming to make a lasting impact, our wealth management solutions are as dynamic as the Aspen community itself.

Rooted in Aspen’s culture and community, we bring a deep understanding of the local lifestyle, pairing it with global expertise to deliver financial strategies that not only meet your goals but also align with the values that drive them. With First Western Trust, you’ll have a dedicated partner committed to helping you thrive in every season of life.

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Tailored

Integrated Financial Solutions

Uncover unique strategies for wealth management and growth, including personalized trust and estate planning, investment, and insurance services to meet your financial aspirations.

First Western Trust Wealth Structure Strategy

Wealth Structure and Strategy

Specializing in unique assets, personal wealth, business wealth, and balanced estate planning for lasting personal and community impact.

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First Western Trust Estate

Trust and Estate Solutions

Holistic trust services to help you preserve, manage, and transfer your legacy in a way that supports your goals.

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First Western Trust Family Office Services

Family Office Solutions

Crafted banking, trust, and philanthropic solutions to assist busy families in managing their financial and personal affairs.

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First Western Trust Investment Management

Investment Management

Personalized investment strategies aligned with your risk tolerance and liquidity needs, ensuring your portfolio reflects your aspirations.

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First Western Trust Insurance

Insurance Solutions

Customizable insurance to protect your wealth and assets against unforeseen risks.

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First Western Trust Philanthropy

Philanthropy Solutions

Custom philanthropic plans to empower your giving and shape your legacy today and in the future.

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Business Advisory

Tailored business transition advice for passing on, raising capital, or selling your company to align outcomes with your personal wealth goals.

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Executive Advisory

Executive Advisory

Strategic financial guidance tailored to optimize executive financial strategies, ensuring personal and professional alignment.

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Ready to learn more about wealth management in Aspen? Let’s have a conversation.

Our dedicated wealth management team is eager to understand and support your unique goals, crafting strategies that align with your vision.
Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
Wealth Management and Investment Services are Not a deposit, Not guaranteed by the Bank, May Lose Value.