Denver Wealth Management & Private Banking
Denver is the eclectic, energetic hub of business, finance, and entertainment in the Rocky Mountain West. At First Western Trust, you will enjoy a spectrum of wealth planning, private banking, and investment management services from a local team active in Denver’s business scene for more than 20 years.
With our strong understanding of the local market, our Denver mortgage, private banking, and Denver wealth management teams are well equipped to deliver a superior client experience, tailored to the unique needs of the western wealth management client.
The Best Private Bank for the Western Wealth Management Client
While there are several private banks in Denver, few are truly local, and this distinction is important. In the west, our clients tend to be first- or second-generation wealth creators with an entrepreneurial spirit that calls for a different kind of wealth management.
Being built in the West, our team at the Denver Bank brings a unique perspective to wealth management and private banking. We understand that our Denver wealth management clients typically want to be involved in managing their money since they had a hand in building their wealth themselves. Our Denver wealth management team enjoys creating a true partnership with our clients, working together to help them understand how our various financial tools can help them achieve their broader goals for their families, businesses, and communities.
Also, because we are truly a local company, you have personal access to a team of in-house experts who are based in the west – not housed in New York. This means that you get the very best of our company’s thinking when we design your financial plan, all while accessing a bank in Denver.
Our Denver Mortgage, Banking, & Wealth Management Services
Our local teams are built to support you in every aspect of your finances. From wealth planning to investment management, commercial lending to mortgage services, and retirement consulting to treasury management, we partner with you to support your needs today and help you achieve your goals for tomorrow.
Our Denver wealth management team takes the time to understand your financial aspirations and develop a custom-tailored plan to help you reach them. We understand the importance of relationships and are committed to providing you with exceptional service, outstanding educational opportunities, and the knowledge and expertise needed to put your financial goals into action.
So a warm welcome from President Suzanne Johnson, and First Western Trust, one of the premier wealth planning companies and private banks in Denver.
First Western Trust Bank
1900 16th Street
Denver, CO 80202
Parking is located at 1515 Delgany.
Equal Housing Lender
NMLS ID 477166
Our Denver Leadership Team
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 Local Team
As Private Banker, Louis 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