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.
With First Western Trust, you’ll get a customized plan that supports all the dimensions of your wealth so you can fuel a life that is rich in relationships, experiences, and spirit.
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.