Love Where You Bank
Banking is personal. At First Western Trust, we blend private banking with wealth planning to serve you thoughtfully, putting your goals first.
The Only Bank You Need
Does your bank truly know you?
Do they understand your business, your goals, your family, and your vision for the future? Or are you just another account number?
Today, banking often feels transactional. It’s easy to handle everyday tasks online—but what about the big moments? Retirement. Selling a business. Updating your estate plan. Can your bank help with that?
At First Western Trust, we think you deserve more.
We combine private banking with integrated wealth planning to deliver personal, thoughtful service that moves with you. Whether you’re growing a business, managing a legacy, or planning your next chapter, our local teams offer expert guidance that’s tailored to you.
This is banking that knows you.
Not siloed service or long hold times—but real relationships with a team that sees the full picture.
High-Net-Worth Individuals
High-Net-Worth Families
Business Owners and Entrepreneurs
A Private Banking Experience Built Around You
A bank with the experience to meet your complex financial needs—because your wealth is more than just a number.
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Personal Deposits & Lending —Grow your wealth with deposit accounts offering competitive rates, and access capital for big purchases, portfolio loans, and more through tailored lending solutions.
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Wealth Management — Comprehensive investment and financial planning services to help grow and preserve your personal wealth.
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Wealth Structuring & Strategy — Strategic planning to organize, protect, and transfer wealth efficiently and according to your long-term vision.
- Investment Planning and Management — Personalized asset allocation and investment selection with a focus on diversification, long-term growth, and tax-efficient strategies to support your financial goals.
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Trust & Estate Services — Guidance and administration for revocable and irrevocable trusts, estate plans, conservatorships, and successor trustee services to help ensure your wishes are carried out.
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Insurance Solutions — Customized insurance strategies designed to protect your assets and serve as part of your overall wealth plan.
Where Families Build Wealth and Legacies Last
Preserve, protect, and grow your families wealth with personalized solutions and experienced guidance.
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Trust & Estate Planning — Guidance in designing and managing trusts and estate plans to protect your family’s future and ensure a smooth transfer of wealth.
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Philanthropic Services — Personalized support to help your family create, manage, and grow charitable efforts that reflect your values.
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Insurance Planning — Customized coverage strategies to safeguard your family’s wealth, well-being, and long-term financial goals.
- Family Governance — Support in building structures and communication strategies that promote unity, shared values, and informed decision-making across generations.
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Wealth Management — Comprehensive financial planning and portfolio management to preserve and grow multigenerational family wealth.
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Investment Planning — Tailored investment strategies that align with your family’s goals, time horizon, and risk tolerance.
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Family Business Advisory — Guidance for family-owned businesses on succession planning, leadership transition, and aligning family and business goals.
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Education & Legacy Planning — Strategies to fund education, instill financial values, and prepare future generations for responsible wealth stewardship.
A Bank That Understands What Owners Need
Founded by an entrepreneur, we understand that businesses need custom solutions and real partners who treat your challenges as their own.
- Commercial Lending & Deposits — Flexible financing, including capital, real estate, and M&A loans, and deposit options like checking, money market, and CDs to support your business growth and operations.
- Treasury Management — Customized solutions to optimize cash flow, manage liquidity, and support your business’s financial operations.
- Nonprofit Banking Solutions — Specialized tools and guidance to help nonprofits manage finances efficiently and support their mission-driven goals.
- Business Succession & Executive Planning — Advisory services for leadership transitions, including buy-sell agreements and executive compensation planning.
- Insurance Solutions — Protect your business with key person insurance, buy-sell agreement planning, nonqualified deferred compensation plans, and other tailored strategies essential to business continuity and leadership retention.
- Retirement Planning — Customized retirement plans and plan advisor services with fiduciary management to support your employees’ futures and strengthen your benefits offering.
- Merger and Acquisition Support — Advisory services with tailored financing, competitive rates, quick approval, and integration planning to help ensure smooth transitions and maximize value.
- Entity Structuring & Tax Strategy — Support in selecting and optimizing business entity structures to align with operational goals and improve tax efficiency.
Looking for a bank that goes beyond the basics? Let’s talk.
Discover how our personalized approach, proactive service, and efficient processes can help move your financial goals forward—faster.
Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
Investment, Insurance, Trusts and Estates, Wealth Management, Retirement, and Investment Services are Not a deposit, Not guaranteed by the Bank, May Lose Value.