Jackson Hole Wealth Management
At First Western Trust, we offer wealth management services designed to align with the distinctive needs of high-net-worth individuals and families in Jackson Hole, Wyoming.
Wealth Strategies Built for Jackson Hole
Financial Solutions as Unique as the Tetons
In Jackson Hole, managing wealth means balancing the demands of a dynamic lifestyle with the need for long-term financial security. At First Western Trust, our wealth management solutions are designed to meet the unique challenges of this iconic mountain community, providing personalized strategies that reflect your ambitions and values.
We specialize in guiding high-net-worth individuals through every stage of their financial journey, offering services such as portfolio diversification, estate planning, and philanthropic guidance. Whether you’re a seasonal resident managing fluctuating income, a business owner seeking innovative investment strategies, or someone dedicated to leaving a meaningful legacy, our team provides expertise tailored to your needs.
Rooted in the natural beauty and vibrant culture of Jackson Hole, we pair local insight with global expertise to deliver financial strategies that align with your goals and the principles that matter most to you. With First Western Trust, you’ll gain a trusted partner committed to helping you thrive—whether you’re building wealth, preserving your legacy, or pursuing your passions in one of the most extraordinary places in the world.
Integrated Financial Solutions
Gain access to unique wealth management strategies, 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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Trusts and Estates
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
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.
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Our dedicated wealth management team is here to understand your goals and support your ambitions, creating personalized strategies that align with your vision.
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.