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Connecting your wealth story.

Whether you’re deciding on the best 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. Every investment, real estate holding, trust or philanthropic endeavor connects. Through our proprietary ConnectView® approach, we look at the four dimensions of your wealth and put your story at the center.

  • Relational Wealth: This is about the connections you’ve built with the people who matter most in your life: family, friends, and colleagues.
  • Experiential Wealth: This focuses on the experiences that have shaped who you are – your travels, your hobbies, your career, and the important moments and stories of your life.
  • Spiritual / Ethical Wealth: This speaks to your principles, ethics, values, and any spiritual beliefs that may guide you and help direct your vision and goals for your life.
  • Financial Wealth: This is your net worth, assets, and liabilities, and is used to fuel the other three dimensions.
Image of First Western's proprietary wealth planning process

ConnectView in Action

At First Western Trust, our teams work with you to develop a customized financial plan that supports all the dimensions of your wealth so you can fuel a life that is rich in relationships, experiences, and spirit. While we pride ourselves on our superior service and approach to wealth management, the best way to judge our success is by what our clients say. Here are some of the comments from our annual client satisfaction survey.

 

“I put my trust in my First Western representative, knowing that he is providing reliable support as a fiduciary – putting my interests first at all times. I am very comfortable working with my First Western representative and put my trust in him, and in First Western’s knowledge, to provide me with the best portfolio to meet my family's needs.”

 

“A year ago I became a Trust client after having been a private banking and investment management client for many years. It was a seamless transition. My First Western Trust team has been wonderful to work with in both relationships. I have felt cared for and supported in the death of my husband and thankful that everything we previously planned has been carried out with professionalism and compassion. I'm thankful for all of the employees in the Northern Colorado office who all contribute to the quality of the services they offer.”

 

“We have worked with the First Western Trust team members that manage our account for years. The annual update of our long range retirement needs has served us well in keeping us on the right spending track. The professional manner in which our accounts are managed has ensured that we understand how our funds are being deployed. The people are friendly and competent.”

 

“I love everyone and everything about all the First Western associates with which I have contact. I receive very individual attention, the best service, and sincere interest in my personal and fiscal welfare. The company is also involved in the community. What else is there?”

 

“The staff at First Western Trust is extremely responsive. Such a nice change from "commercial" banks!”

 

“The First Western Trust team has our needs, interests, and ultimate goals in mind when providing service and ideas to help us continue to make the best decisions regarding our assets.”

If you would like to learn more about our wealth management, private banking, and commercial banking services and see if we would be a good fit to support your financial needs, please do not hesitate to reach out to us or fill out the form below to speak with one of our team members.



Investment and insurance products and services are not a deposit, are not FDIC insured, are not insured by any federal government agency, are not guaranteed by the bank, and may go down in value.