Located in the Valley of the Sun, our Scottsdale, Arizona, office prides itself on being actively involved, connected, and committed to the local Arizona business and philanthropic community by delivering superior service and financial expertise in investment management, private banking, and wealth management in Scottsdale.
As a client of First Western Trust, you enjoy a wide range of services from a team that has a strong presence in this region. We cultivate close working relationships with our clients and dedicate ourselves to providing a holistic approach to wealth management. Whatever your banking needs are First Western’s bank in Scottsdale has the experience and knowledge to work with you.
Our Scottsdale team is led by Regional President, Dan Thompson. Under Dan’s leadership, the Scottsdale team brings together an experienced group of financial professionals who understand the Scottsdale community and are committed to making a difference in the lives of our clients.
Wealth Management in Scottsdale
Supported by the knowledge of our associates, who are well-respected experts in the areas of wealth planning, investment management, private banking, and trust services, you have access to a unique combination of institutional-quality investment management and a wide range of personal financial services.
Our goal is to provide a holistic approach to wealth management in Scottsdale and deliver superior financial advice to our local community. We understand that you have many goals for your family, career, experiences, and legacy. Through our ConnectView approach, we tailor a full suite of financial tools to help you reach your objectives.
Private Banking & Mortgages in Scottsdale
Our private banking platform and mortgage offerings are important parts of our wealth management services. While many companies treat banking and mortgages as transactions, we understand that these are critical parts of your financial world. Our team gets to know you personally and ensures that your private banking and mortgage services are integrated with your entire wealth plan. We also know that, to build a successful mortgage in Scottsdale, you need to have strong knowledge of the local market and be able to adapt to our community’s unique needs. That is one reason why our local teams are so ingrained in the community. Through our localized knowledge, expertise, and commitment to delivering holistic wealth management, First Western Trust was built to be the best private bank in Scottsdale and the western United States.