Denver Wealth Management
At First Western Trust, we offer wealth management services designed to the needs of high-net-worth individuals and families. Our custom solutions and strategies align with your lifestyle and goals to help you preserve and grow your wealth.
Custom Wealth Management
Built to Protect and Preserve Your Wealth
Proper and successful wealth management requires knowledge and precision to ensure it lasts for generations, works for you, and allows you to retain your current lifestyle for years. At First Western Trust, we specialize in assisting high-net-worth individuals and families with the difficulties of wealth management. From strategic investment planning to estate preservation, we help guarantee your legacy lasts for generations.
Whether you’re a business owner, philanthropist, or investor looking to diversify your portfolio, our local teams have extensive knowledge of Denver’s dynamic climate. We partner with you and develop plans that suit your lifestyle and ambitions.
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 Denver?
Our dedicated wealth management team is ready to meet you, learn about your wealth story, and craft a custom strategy to support your unique goals.
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.