Laramie is home to the University of Wyoming and a myriad of the West’s best winter and summer outdoor recreation. Nestled between the Snowy Range Mountains, the Medicine Bow-Routt National Forests, and the Vedauwoo Rocks, Laramie’s geographic location nurtures the strong local community.
The Laramie team, led by Trust Officer Loren Richards, is dedicated to the local community, where he has been a long-time active volunteer, board member, and community member. With more than 25 years of combined experience as an estate planning attorney and trust officer, Loren’s insight and knowledge prove invaluable to the wealth planning needs of clients.
At First Western Trust, we take the title of fiduciary seriously, understanding that this means we are being entrusted to act in the best interests of our clients and their beneficiaries. Not only do our local trust officers have the knowledge and experience to deliver on our promise to be a fiduciary, but also we are committed to taking the time to get to know you, your family, and your objectives.
As your corporate trustee, our Laramie wealth management team offers unbiased advice and brings the expertise to build creative trust and estate plans that help you reach your goals for each dimension of your wealth, whether those are focused on your family, your business, or your community.
Laramie Investment Management
As a leader of our local trust office, Loren brings a wealth of experience to trust and estate planning, understanding the intricacies of his clients’ financial pictures and helping them design a plan to achieve their goals.
A critical part of a successful trust involves a disciplined approach to investment management. Our Laramie investment management services are built around your wealth story. We take the time to understand your risk tolerance and learning about your goals and expectations for your beneficiaries. Then, we design an investment policy statement that outlines how we can manage your trust assets to support the long-term success of your beneficiaries.
The Difference Our Laramie Wealth Management Team Makes
While our local team specializes in trust management, we are also able to provide portfolio management services to our clients outside of an estate plan. For our Laramie investment management clients, we can support you with building an effective portfolio to support your long-term goals and help you have the retirement you have always dreamed of.
With our Laramie wealth management and trust expertise, coupled with the investment management knowledge of our broader team, we provide superior client service and a truly holistic approach to serve our community and the greater Wyoming area.