Private Banking Services
Our private banking team delivers a tailored client experience for all of your banking needs. We offer structured and customized account and payments capabilities strategies which seamlessly integrate with your larger financial plan. When you trust First Western with your private banking needs, you can rest assured you will have access to the best options in the business, along service and support from our entire team of experts when you need them.
Similarly, our approach to private banking enables us to help you integrate your banking needs into your larger financial plan. We understand that every client and every relationship is different. You’re an individual, and it’s about time your financial institution started treating you like one.
Our Approach to Private Banking Services
We offer a complete set of accounts and capabilities to meet your needs, along with the personal care and support of our team of experts, all tailored to help you meet your objectives.
- Personalized banking options for real people, not just account numbers.
- Easy access to your accounts in person, over the phone, or online.
- Expert advice and assistance from our team, whenever you need it.
Our services include deposit, checking, and other accounts, along with the visibility and capabilities you need to manage your accounts
- Personalized deposit, checking, CD and money market accounts for real people, not just account numbers.
- Complete capabilities, including check writing and electronic payment transactions such as wire, online payments and debit card access.
- Account and payment access tailored to your needs – in person, over the phone, and online.
- Expert advice and support from your private banking team.
An Integrated Approach
Our approach to private banking strengthens the connection you can have between banking services and the other areas of your wealth. It is through this connected view of your wealth story that we can help you to live your best life.
- Your accounts may be tailored to work with other private banking services, such as Lending, Depository, Mortgage, and Risk Management & Insurance services.
- Our approach considers your needs and connections with our Commercial Banking and Planning, Trust and Investment Management services.
We Do Things Differently
Our proprietary ConnectView® process begins by understanding the four dimensions of your wealth: your relationships, your experiences, your finances, and your legacy. Then, we create the financial planning solutions that help you reach your goals in each dimension, putting your story at the center. Keeping in mind your needs at each stage of life, we break down your plan into manageable components that our team reviews with you to make sure your money is working to fulfill personal goals in each of your key dimensions of wealth.
What Our Clients Say About Our Private Banking Solutions
“I receive very individual attention, the best service, sincere interest in my personal and fiscal welfare. The company is also involved in the community.” — Lewis T.