Cherry Creek Wealth Management

At First Western Trust, our wealth management services are tailored to Cherry Creek’s affluent residents, offering innovative strategies that align with your personal and professional goals.
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Tailored Wealth Management Solutions

Banking Centered Around You

In Cherry Creek, where opportunities reflect its vibrant cultural and economic landscape, managing wealth requires a personalized approach. At First Western Trust, we provide tailored guidance to navigate the complexities of high-net-worth financial planning, helping you build a legacy that reflects your ambitions and values.

From investment management to estate planning, our strategies align with your goals and lifestyle. Whether investing in real estate, diversifying your portfolio, or supporting philanthropic endeavors, we’re here to ensure your wealth grows and endures.

With deep local knowledge and a global perspective, we craft financial solutions as distinctive as Cherry Creek itself. At First Western Trust, we’re committed to helping you thrive today and into the future.

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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.

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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

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 Cherry Creek?

Our dedicated wealth management team is here to understand your goals and create personalized strategies that align with your vision for the future.
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.