First Western Trust offers a client experience that is widely unmatched across the financial industry. Our experienced, multidisciplinary teams and sophisticated wealth management products provide a unique opportunity to offer an extensive list of services, traditionally found with larger financial institutions, while still providing the high-touch and personalized experience associated with community and trust banks.
At First Western, we know that our associates are the ones who make the difference for our clients. We continually invest in our associates and hire only those who will best represent our core principles and provide excellent service for each of our clients. While individual relationship managers often control the client relationship at many financial institutions, we recognize the benefit that diverse specialties and professional backgrounds offer in finding the best financial options for an individual. Because of this, each client has a team of professionals who deliver multidisciplinary expertise to address any financial need.
The local teams work closely with subject matter experts in areas including Employee Benefits and Retirement Consulting, Mortgage, Insurance, and Treasury Management to customize our services to each client’s specific situation without sacrificing flexibility, expertise, or authority to efficiently meet complex client needs. Each of our local offices is designed to feel like a boutique private trust bank enhanced by a well-developed team of subject matter experts and experienced operations teams.
Using this model, we deliver a broad array of sophisticated, institutional quality wealth management products and services to meet the complex and diverse financial needs of the market. Our integrated product depth, financial strength, and a continued investment in our associates allow us to continually expand our product offerings and provide superior wealth management options for our clients.
Learn more about Our Approach:
Whether you’re deciding on the best financial strategy for your family or your business, First Western Trust is here to guide you. We believe that financial decisions are about more than financials and that managing your wealth is not a stand-alone process. Finding a team and company that will help you manage and review your entire financial situation as a whole, rather than maneuvering several unconnected advisors, can be difficult. At First Western, we know that your financial decisions are all connected and should be considered through a holistic lens.
We have assembled a team of accomplished professionals who work closely across multiple disciplines to ensure our clients are offered the best banking options for their individual financial situation. First Western offers the sophistication of a large financial institution and the personalization of a boutique bank to best serve our clients’ needs each day. We understand that you have many goals for your family, career, experiences, and legacy, and we tailor a full suite of financial tools to help you reach your objectives.