Phoenix Wealth Management & Private Banking Services
Offering a dynamic mix of urban and outdoor life, Phoenix, Arizona, is one of the largest cities in the nation. Located in the “Valley of the Sun,” we are proud to actively support this thriving business and philanthropic community through our Phoenix mortgage, wealth planning, and wealth management, as well as private banking services.
As a premier private bank in Phoenix, our local experts have been connected to the community for years, with our associates serving on different boards, councils, and advisory groups that benefit the local community.
We have assembled a talented team of experts. Their experience in wealth planning, mortgage services, investment management, private banking, and trusts & estates planning provides all of the tools that our Phoenix clients need for their wealth management, in order to build successful financial strategies.
To build a successful bank in Phoenix, it is critical to have a unique approach to financial management, to provide superior advice, and have a strong connection with the local market.
Our Phoenix mortgage, banking, and Phoenix wealth management teams take a holistic approach to financial services. We explore your goals for every dimension of wealth, taking the time to understand your specific objectives for your family, your career, your retirement, and your community. Then, our team works together, leveraging our expertise, to build a customized wealth plan to help you reach your goals.
We pride ourselves on our diverse breadth and depth of expertise. While many banks in Phoenix claim to offer holistic wealth management, their teams typically consist of a few bankers, a lender, and perhaps a portfolio manager. Our local team is built to be able to assist you with all of your financial planning needs. We have experts in trust and estate planning, investment management, wealth planning, private banking, and lending, as well as mortgage services. Our broad perspectives mean that you get excellent financial advice from experts in every area of wealth management.
Finally, our team members have been deeply ingrained in the Phoenix community for years. This knowledge of the local market helps us understand the challenges our clients face to be better equipped to meet their needs.
First Western Trust Bank
2425 East Camelback Road
Phoenix, AZ 85016
Hours: 9a – 4p
Equal Housing Lender
NMLS ID 477166
Our Arizona Locations
Our Local Leaders
As President of our Phoenix office, Chad is responsible for building and strengthening new and existing wealth, investment management, trust, and private banking client relationships for First Western Trust.
Our Phoenix Mortgage, Private Banking, & Wealth Management Team
As Relationship Management Associate, Tia partners with our Phoenix Team to deliver customized investment management solutions and superior customer service to new and existing clients.
As Assistant Vice President, Private Banking Specialist, Anna builds relationships with investment clients and creates tailored solutions to help them achieve their goals. Anna has worked in the Financial Industry for over 14 years.
As Trust Officer, David is responsible for providing expertise in fiduciary administration, engage centers of influence, manages and expands client relationships, and supports business development efforts.
As a mortgage loan originator, Brent is responsible for assisting clients through the mortgage process and establishing relationships with realtors and other referral sources.
As Senior Private Banker at First Western Trust’s Phoenix's office, Bob builds and strengthens relationships with new and existing banking clients by helping them with their daily banking needs, opening new accounts, and providing business banking services.
Becky Poe, a private banking specialist in the Phoenix office, is responsible for assisting in meeting new business goals by helping to generate leads, follow-up on prospective clients, and assist in developing a network of referral sources.