We believe that we have developed a unique private banking process that best serves the Western Wealth Management Client. Through our relationship-based team approach, we work closely with you to become trusted advisors and develop a customized financial plan that supports all areas of your wealth. This allows us to deliver a comprehensive selection of services in Wealth Planning, Trust and Estates, Investment Management, Private Banking, Risk Management/Insurance, and Mortgage Services. For your business needs, we offer a suite of Commercial Banking services including Lending, Deposit, Treasury Management, Employee Benefits & Retirement Consulting, Health Savings Account Advisory, and Nonprofit Banking.
Our ConnectView® approach represents an understanding of a simple financial truth: Every financial decision—every investment, real estate holding, trust, or philanthropic endeavor—connects. It’s a belief that when one of these financial realities changes, no matter how small, it affects others.
With each new client, our experienced advisors facilitate a discovery process to gain an understanding of the complexities that make up your financial world. By looking at everything as a whole, with focused expertise, we develop an understanding of your entire financial picture and create custom-tailored solutions to help you reach your goals.
With the understanding that life brings about changes, both expected and unexpected, our approach requires ongoing review to ensure our solutions continue to match your objectives. ConnectView® is how we work with our clients; it’s communication, trust, and tailored solutions supported by experts with the knowledge and experience to bring your financial dreams to life.
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.