Connected Wealth Planning
True wealth plans aren’t designed to be static, one-dimensional documents because you’re not static and one-dimensional.
A Wealth Plan, Built For and Around You
Our ConnectView® approach embodies a connected understanding of all aspects of your wealth picture, including financial, relational, experiential, and legacy wealth. We view your wealth holistically, and we take time to develop an understanding of your entire financial picture. Then, with focused expertise, we develop custom-tailored solutions that help you reach your goals.
Welcome to First Western Trust, where we care about all dimensions of your wealth, and we create holistic plans that are as dynamic as you are.
Financial Wealth
Relational Wealth
Experiential Wealth
Legacy Wealth
The Foundation of Your Wealth Story
Financial Wealth is the first quadrant within ConnectView, and
it’s the foundation upon which your overall wealth story is built.
It consists of your assets, liabilities, and net worth and provides a
basis for approaching the remaining three quadrants.
This quadrant identifies and optimizes your current and future
assets, liabilities, net worth, cash flow, and expenses.
Related Services
Key Tools
Personal Financial Statement
Investment Policy Statement
Financial Plan
Questions to Ask Yourself
How well are your current assets contributing to your overall net worth?
Are your loans properly structured for the best tax and cash flow results?
How well is your current net worth aligned with your future expectations?
Wealth Planning for the People Who Mean the Most
After establishing a foundation based on your Financial Wealth, it’s
time to consider your Relational Wealth. Your Relational Wealth
consists of the connections you’ve built with family, friends, and
business associates, and it includes developing strategies that
protect your family, manage risk, and improve business planning. Together, we will chart a course to protect the people and assets
most important to you: a plan that evolves over time based on your changing needs.
Related Services
Insurance Services2
Trust & Estate Services2
Commercial Banking1
Fiduciary Services2
Wealth Planning2
Key Tools
Policy Review/Analysis
Estate Planning Review
Corporate Trustee Designation
Working Capital and Liquidity
Assessment
“Break the Glass” Plans
Questions to Ask Yourself
How well is your family protected in the event of death or disability?
To what degree have you mitigated your risks?
Have you designated someone well-suited to settle your estate?
Is your business set up for long-term success?
Bring Your Life’s Dreams to Life
Experiential Wealth is the third quadrant we will explore together. With Financial Wealth and Relational Wealth in place, we will focus
on optimizing your wealth and spending time on the things you enjoy most. Enhancing your Experiential
Wealth includes helping you define your dreams, prepare future generations, and create a financial mission statement. The objective
in this quadrant is to help you bring your dreams to life.
Related Services
Investment Management2
Retirement Planning2
Wealth Planning2
Trust & Estate Services2
Key Tools
Financial Plans
Cash Flow Analysis
Lifestyle Sustainability Assessment
Questions to Ask Yourself
How well have you planned for retirement?
Have you defined what you want to attain and why you’re looking to accomplish
these goals?
What does your next phase in life look like?
What determines your lifestyle transition points?
Leave a Lasting Impact
Legacy Wealth is the impact you wish to continue beyond your
lifetime. In this final quadrant, we help incorporate your core values
and beliefs into a legacy wealth plan that embodies who you are and
reflects a life well lived.
This process often involves creating a legacy
letter, constructing your legacy Assets, and exploring philanthropy.
The goal of this plan is to outline how you wish to provide for your
family and make an enduring impact where it matters most to you.
Related Services
Wealth Planning2
Investment Management2
Trust & Estate Services2
Non-Profit Banking2
Corporate Trustee & Personal Representative Services2
Key Tools
Legacy Letter
Summary Trust Chart
Distribution of Trust & Estate Assets
Private Family Foundation
— Tom L.
“Who do you want to help you build wealth? I want a bank you can trust; First Western Trust is that bank for me.”
Our Solutions
Private Banking
Private banking services designed to provide personalized financial solutions for high-net-worth individuals, families, and business owners. Clients receive dedicated attention and customized strategies to align with their unique goals, ensuring a sophisticated and deeply personal banking experience.
Commercial Banking
Commercial banking services offer tailored financial solutions designed to meet the needs of business owners and organizations. By combining personalized attention with sophisticated tools like treasury management, lending, and customized depository services, clients can streamline operations and achieve their unique business goals.
Lending Solutions
Lending services deliver personalized financial solutions thoughtfully tailored to support clients’ personal and business objectives. With a strong focus on flexibility and collaboration, these services provide customized loan options and dedicated guidance to meet complex, unique financial challenges and emerging opportunities.
Ready to learn more? Let’s have a conversation.
Connect with our experts to explore how our local insights and national-level strength can help achieve your financial objectives.
Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
Wealth Management and Investment services are Not a deposit, Not guaranteed by the Bank, May Lose Value.