Boutique Wealth Management Firm & Private Bank in Cherry Creek, Colorado
Cherry Creek is Denver’s premier neighborhood for upscale shopping, fine dining, and sophisticated living. It is also a community First Western Trust has been a part of for more than a decade, providing tailored wealth planning services with a boutique private banking experience.
To our clients, wealth is about so much more than money. It is about living a life that is full of rich relationships, experiences, and spirit. First Western Trust brings to Cherry Creek a broad spectrum of financial services, including outstanding trusts, private banking, wealth management, and institutional-quality investment management services. Through our ConnectView approach, we look at each dimension of our client’s wealth, and each of our team members brings their unique expertise in all areas of wealth management to tailor a holistic plan that supports their long- and short-term goals. Only through our multi-dimensional approach are we able to help our clients built a wealth plan that goes beyond financials.
Cherry Creek Mortgage and Private Banking Services
Your banking and mortgage services are an integral part of your wealth plan; however, many banks treat these as transactions. Our teams take a different approach. When you choose our Cherry Creek mortgage, lending, and banking services, you can expect our teams to take the time to fully understand your financial situation, needs, and goals. Then, we design our solutions to match your objectives.
Our Cherry Creek mortgage, lending, banking, and wealth management teams are led by Regional President, Josh Wilson, who has assembled a group of talented individuals to deliver our wealth planning solutions through a fully-integrated, local, and personalized approach. This combination of sophisticated investment management with highly personalized private banking makes First Western Trust the best private bank for the Western wealth management client.
Our Local Leadership
As Regional President, Josh is responsible for managing the operations and associates of First Western Trust’s regional offices. Josh proactively seeks new business solution opportunities and strengthens relationships with current clients.
Our Cherry Creek Bank & Wealth Management Team
As Vice President, Brian leads the Cherry Creek lending and mortgage services by partnering with individual and commercial clients to identify their goals and structure unique solutions for their needs.
As Private Banker, Jennifer is responsible for new client development and assisting in meeting new business goals by helping to generate leads, follow-up on prospective clients, and assist in developing a network of referral sources.
As a Loan Originator, Vicki guides borrowers through completing a mortgage transaction. She evaluates and recommends approval of residential real estate loans based on the borrowers overall financial picture.