Bozeman Wealth Management
First Western Trust delivers wealth management solutions tailored to Bozeman’s high-net-worth individuals and families. Let us help you grow, protect, and enjoy your wealth with confidence.
Strategic Wealth Management Solutions
Bozeman is home to individuals and families with diverse financial needs and aspirations. At First Western Trust, we offer wealth management solutions that help you secure your legacy and achieve your goals.
Our services include investment planning, estate management, and philanthropy strategies, all tailored to align with your values and objectives. Partner with us to navigate Bozeman’s opportunities with confidence and clarity.
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.
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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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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Family Office Solutions
Crafted banking, trust, and philanthropic solutions to assist busy families in managing their financial and personal affairs.
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Investment Management
Personalized investment strategies aligned with your risk tolerance and liquidity needs, ensuring your portfolio reflects your aspirations.
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Insurance Solutions
Customizable insurance to protect your wealth and assets against unforeseen risks.
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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
Strategic financial guidance tailored to optimize executive financial strategies, ensuring personal and professional alignment.
Learn MoreReady to learn more about wealth management in Bozeman?
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.