Aspen, Colo. – October 8, 2015 – First Western Trust’s Aspen office is officially open for business following approval by the FDIC to engage in commercial banking services.
“We are thrilled to bring First Western Trust’s expertise in private banking and wealth management to the Roaring Fork Valley,” said Scott Wylie, CEO of First Western Trust. “President Charles Bantis has assembled a great team to provide outstanding personal service and create tailored solutions for our clients’ needs.”
First Western Trust opened its doors in 2004 with the mission to be the best private bank for the Western wealth management client. The integrated wealth management firm delivers a complete package of goals-oriented wealth advisory services to clients that have a uniquely Western spirit. Since its opening, First Western Trust has grown to 14 offices in Colorado, Arizona, California and Wyoming.
“I’m very excited to introduce First Western Trust to Aspen,” said Charles Bantis, “Our holistic approach to wealth management coupled with our ability to create customized solutions that meet our clients’ goals is ideal for Aspen’s vibrant community of families, businesses, and philanthropic organizations.”
First Western currently has $4.7 billion in assets under management along with $776 million in bank assets. The Aspen office is located at: 121 South Galena Street, Suite 203, Aspen, CO 81611.
About First Western Trust
Through its proprietary ConnectView service model, First Western delivers tailored solutions, spanning wealth planning, private banking, investment management, trusts and estates, insurance, philanthropic advisory, and retirement services to help meet its clients’ interconnected, and often complex, personal, business, mortgage and philanthropic needs.