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Wealth Planning

At First Western Trust, we take the time to understand the complexities of your financial world. Then, we partner with you to bring your financial goals to fruition. We have a team (not just one individual) working for your benefit, which means you get access to the best financial planning minds in the business – CFP® professionals, CPAs, and estate planning attorneys to name a few – coupled with superior wealth planning strategies individually tailored to your own personal or business situation.

Hear from our
thought leaders.

Meet Melissa Montgomery – Fitzsimmons
Director of Wealth Planning

Our Approach to Financial Planning Is Different

Our proprietary ConnectView process begins by understanding the four dimensions of your wealth: your relationships, your experiences, your spirit, and your finances. Then, we create the financial planning solutions that help you reach your goals in each dimension, putting your story at the center.

Wealth Planning at First Western Can Take Two Paths

Prosperity Planning

We start by conducting an in-depth assessment to uncover your wealth planning needs and create a plan that provides a framework to achieve your goals for each dimension of wealth.

  • Relationships: Establishing trusts to provide for your loved ones, or introducing insurance to support your business and estate plan.
  • Experiences: Designing a retirement plan that allows you to travel the world, or creating a succession plan for your business.
  • Spiritual/Ethical: Starting a donor-advised fund to give back to the community, or hosting family meetings to discuss the meaning of your estate plan.
  • Finances: Creating cash flow and retirement projections to ensure you can accomplish your goals, or treasury management to improve your business operations.

Legacy Planning

Legacy planning encompasses the same elements of prosperity planning, but takes the conversation a step further. This service gives you access to the Legacy Life Planning workbook, which guides you through key questions regarding your second half of life, your succession plan, and the stories and values you want to pass on to the next generation. We also provide recommendations for next steps, including legacy letters, videos, or family meetings.

Whether you choose Prosperity Planning or Legacy Planning, we recognize successful financial planning puts your story at the center and accounts for those aspects of life that matter most to you. Keeping in mind your needs at each stage of life, we break down your plan into manageable components:

Personal

Wills
Inheritance
Trusts
Powers of Attorney
Retirement
Education
Insurance Planning
Income, Estate & Gift Tax Minimization
Special Needs
Investments
Cash Flow
Liabilities
Legacy Planning

Business

Intra-Family Transfers
Third-Party Sales
Value Maximization
Entity Structure Consulting
Liquidity/Stock Redemption
Stock-Option Planning
401(k) Retirement Plan
Employer-Sponsored Plans
Executive-Suite Services
Treasury Management
Succession Planning

Philanthropic

Family Gifts
Charitable Gifts at Death
Lifetime Giving
Foundation Creation
Foundation Management
Legacy Planning
Charitable Trusts
Donor-Advised Funds
Impact Investments

Is your financial plan helping you reach your goals? Contact our wealth planners for a consultation by filling out the form below or calling our main line at 303.531.8100.

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.