First Western’s mission is to be the best private bank for the Western Wealth Management Client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted advisor platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming, and California.
When assessing clients’ financial needs, we act as a financial partner focusing first on learning what matters most to them. We believe that a person’s wealth is about more than just the money in the bank. It is about protecting your family, growing your business, investing in your community, and recognizing the important moments in your life. Once we know what matters most to our client, we provide a fully integrated suite of wealth management services on our private trust and bank platform so you can fuel a life that is rich in relationships, experiences, and spirit.
Scott Wylie, an entrepreneur and banker, founded First Western in 2002 with the vision to create an organization that wouldn’t force individuals to choose between high levels of sophistication or personalized boutique service. At First Western Trust, we look at wealth differently. Hear more about our history and approach where our team of experts look at each dimension of your wealth and put your story at the center.
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.