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Department of Labor Grants 60-Day Delay of Fiduciary Rule

June 15, 2017

By: Empower Retirement legislative and regulatory affairs The U.S. Department of Labor’s (DOL) fiduciary rule redefining “investment advice for a […]

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Connecting Our Clients, Associates, and Community

March 2, 2017

Boulder Shelter for the Homeless One of our Boulder team’s favorite community events is our monthly meal service at the […]

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Introducing a Series of Service Enhancements

October 24, 2016

We’re excited to announce a series of service enhancements! We understand that your busy schedule doesn’t always fit into the typical […]

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Planning for College

September 26, 2016

Summer has come to a close, and with the kids back in school, many parents of high-school-aged children are starting […]

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Halfway Through the #WealthIsAbout Grants Contest

September 26, 2016

We are so excited about the fantastic support our communities have given First Western Trust’s #WealthIsAbout grants contests so far. […]

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Ditch the Doom, the Election Will Take the Market Higher

April 28, 2016

Our Chief Investment Officer Debra Silversmith provides a market outlook on CNBC.com that cuts through irrational market fears. “The U.S. […]

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Year-End Wealth Planning Strategies Webinar

November 20, 2014

With 2015 just 6 weeks away, it’s important to take a look at your finances and determine which year-end tax and […]

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Planning for a Business Ownership Transition

November 13, 2014

In our 2014 Connecting Generations event, we welcomed Lisa Clay, CFO of Advance Tank and Construction; Brad Florin, a lifelong […]

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Year End Tax Strategies for 2013

October 31, 2013

On October 30, 2013, Melissa Montgomery-Fitzsimmons, director of wealth planning, and Dane Winter, wealth planning advisor, shared their insight into […]

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Transferring Wealth While Avoiding “The Age of Entitlement”

May 1, 2011

A conversation with SHARON LECHTER, co-author of Rich Dad, Poor Dad and the Rich Dad series of books, and MELISSA […]