
First Western Trust Bozeman

Elevate Your Wealth Journey
At First Western Trust Bozeman
At First Western Trust, we specialize in delivering personalized wealth management, private banking, and lending solutions for the high-net-worth individuals and families of Bozeman. Whether your needs include investment management, retirement planning, or estate strategy services, our experienced team works closely with you to create tailored financial solutions that align with your long-term goals.
Bozeman is a vibrant community, attracting both established residents and newcomers with high standards of living. As the area grows, so do the financial needs of its residents. Our team understands the distinct challenges that come with managing wealth in a community like Bozeman and is committed to offering strategies that meet your financial objectives.
We take a personalized approach to wealth management, ensuring that every decision and recommendation is focused on your unique situation. Whether you’re managing significant investments, planning for retirement, or exploring new business opportunities, we’re here to guide you on your wealth journey.

Bozeman Office Details
211 E Oak Street, Ste 2A
Bozeman, MT 59715
Business Hours: Monday – Friday 8:00 AM – 5:00 PM

Our Services
First Western Trust offers a full range of services tailored to meet the needs of high-net-worth individuals and families in Bozeman. Whether you’re focused on growing your wealth, protecting your assets, or securing financing for a major life event, we provide expert guidance every step of the way.

Banking
Our personalized banking services offer customized solutions for high-net-worth individuals in Bozeman. Whether you need personal banking, cash management, or trust services, we provide you with the tools and expertise to manage your financial life effectively.
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Lending
We provide tailored lending solutions to help you finance your real estate, business ventures, or personal needs. Our team works with you to create flexible lending strategies that meet your objectives and provide you with access to the capital you need.
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Wealth Management
Our wealth management services include investment management, retirement planning, estate planning, and tax strategies designed to preserve and grow your wealth. We create comprehensive plans that align with your financial goals, ensuring your assets are positioned for long-term success.
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Trusts and Estates
Protect your legacy with expert trust and estate services from First Western Trust Bozeman. Our customized solutions help you safeguard your wealth and plan for the future with confidence.
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