First Western Trust Bozeman

Providing tailored wealth management, banking, and lending solutions to high-net-worth individuals and families in Bozeman and the surrounding region.
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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.

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Our Bozeman Team

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Matt Gorr

Regional President

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Tanaya Carter

Market President

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Jessica (Ludwig) Harris

SVP, Banking Manager

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John O’Donnell

Wealth Advisor

Bozeman Office Details

211 E Oak Street, Ste 2A
Bozeman, MT 59715

(406) 898-2310

Business Hours: Monday – Friday 8:00 AM – 5:00 PM

First Western Trust Bozeman

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.

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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.

Explore Banking in Bozeman
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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.

Explore Lending in Bozeman
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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.

Explore Wealth Management in Bozeman
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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.

Explore Trusts and Estates in Bozeman

Ready to learn more? Let’s have a conversation.

Discover personalized banking solutions for your unique needs. Contact our local Bozeman team to see how we can help.