Benefits That Build Wealth Not Just Balances
Private Banking Expertise, Now Part of Your Benefits Package
WorkWealth™ Benefits gives every employee at your organization direct access to First Western Trust’s private banking advisors — not an app, not a robo-tool, the same caliber of guidance we’ve delivered to high-net-worth clients for decades.
What Your Team Gets. What You Get.
For Employees
One advisor. One relationship. Real guidance — not another login they’ll forget about. Each employee works directly with a First Western Trust advisor who gets to know their actual financial picture: building a plan around their goals, walking through investment decisions in plain language, and stress-testing whether they’re truly on track for retirement — not just confirming they’re contributing the match. It’s the kind of advice usually reserved for executives and high-net-worth clients, now available to anyone on your team who wants it.
For You
A benefit that does double duty. In a market where every company offers a 401(k) and a wellness app, WorkWealth™ Benefits gives you something candidates and current employees will actually notice — a tangible reason your offer stands out, and a retention signal that goes beyond engagement-survey scores. It requires no new systems, no added administrative lift, and no disruption to the benefits stack you’ve already built. You’re not adding complexity to your role; you’re adding leverage to it.
Ready to Learn More About WorkWealth™ Benefits?
First Western Trust has spent 24 years managing wealth for the Rocky Mountain region’s most successful individuals and families. WorkWealth™ Benefits brings that same standard of care to the people who built those companies in the first place.
Trust, estate planning, insurance, and investment products are not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed, subject to investment risks, including possible loss of the principal amount invested and may go down in value. Any information and research contained herein do not represent a recommendation of investment advice to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment, and it does not constitute an offer or solicitation to buy or sell any securities or investment services. This content is for informational purposes only and does not constitute legal or tax advice. Please consult your legal or tax advisor for specific guidance tailored to your situation. First Western Trust Bank cannot provide tax advice.