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Boutique Wealth Management Firm & Private Bank in Boulder, Colorado

Boulder is the home of the iconic Flatirons, the University of Colorado, and an entrepreneurial spirit that has given its residents a unique perspective on life, work, and wealth. At First Western Trust, you’ll enjoy a full spectrum of wealth management and private banking services from a Boulder bank that understands wealth is about so much more than money.

Our Boulder banking and wealth management team is made up of long-time residents who believe in giving back to the community we serve through volunteering, donations, and board service. We enjoy sharing these fulfilling experiences with our clients and invite friends of our bank to get involved in the work that we do.

First Western Trust, Boulder, is led by Chairman Matt Gorr, who brings more than 20 years of experience in financial services to the team. Matt has a strong understanding of the Boulder mortgage, private banking, and wealth management markets. His distinguished financial career and knowledge allows him to build comprehensive financial solutions for our clients. Matt is supported by President Eric Long, who has gained experience from several banks in Boulder and brings strong knowledge in commercial and consumer banking and lending in the local community. Our leadership is bolstered by a diverse team that gives clients access to fully-integrated wealth management solutions, including private banking, investment management, and trust and wealth planning services.

Boulder Wealth Management

At First Western Trust, we share the innovative, entrepreneurial spirit that permeates the Boulder community. When we partner with our clients, we take the time to understand their needs, challenges, and objectives for each dimension of their wealth. Then, our Boulder wealth management team draws on our expertise in wealth planning, investment management, private banking, insurance, and trusts and estates to build creative solutions to achieve these goals. Through our experience and team-based approach, wedeliver holistic financial planning and advisory services.

 

Boulder Mortgage and Private Banking Services

Integrated into our wealth management strategies is our unique approach to private banking. While many Boulder banks take a one-size-fits-all approach to deposit, lending, and mortgage relationships, we understand that your private banking services should be integrated with your wealth plan in order to achieve your long-term goals. Our Boulder mortgage and private banking teams get to know you on a personal level and design solutions that achieve your goals for your lending, liquidity, and savings needs.

Combining the personal service of a private bank with sophisticated investment management is what makes First Western Trust the best private bank for the Western wealth management client. So a warm welcome from First Western Trust, Boulder – your very own Boulder bank and wealth management firm.

1155 Canyon Boulevard
Suite 300 Boulder, CO 80302

Send us a secure email

Equal Housing Lender
NMLS ID 477166
Member FDIC

Phone: 303-441-9400
Fax: 303-441-9450
Hours: 8a-5p

Our Local Leadership

Matt Gorr

Matt Gorr

As Chairman, Matt leads the Boulder wealth management and private banking teams. He brings extensive expertise in private banking, wealth management, and mortgage services through his experience at First Western and several local banks in Boulder.

Eric Long

Eric Long

Eric is responsible for building and strengthening client relationships in commercial and consumer lending, including all aspects of private banking. 

Our Boulder Wealth Management Team

 Brice Williams

Brice Williams

Brice, vice president and portfolio manager at First Western Trust, Boulder, is responsible for building and managing new and existing investment management client relationships.

Andrea Berry, CFP®

Andrea Berry, CFP®

As Senior Portfolio Manager, Andrea is responsible for managing client relationships and implementing customized investment management strategies for client portfolios.

Warren Colaric

Warren Colaric

As Senior Private Banker at First Western’s Boulder bank, Warren builds and maintains relationships to help clients fulfill their banking goals.

Liles Lipe

Liles Lipe

As Senior Vice President, Liles is responsible for building and strengthening new and existing lending relationships in our Boulder bank.

Nichole Reyes

Nichole Reyes

Nichole is a private banker in our Boulder bank. In this role, she partners with individuals, families, and businesses to create tailored private banking solutions that are integrated with their entire wealth plans.

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Barbara Rodriguez

Barbara Rodriguez

Barbara is responsible for supporting clients and managing operational systems and processes related to client accounts.

Donna Szollosi

Donna Szollosi

Donna’s main responsibility is to support client relationships while helping create tailored solutions for her clients’ investment management needs.