Montana

Beyond its stunning natural beauty and the wealth of outdoor adventures it presents, Montana has emerged as a prime destination for trust formation. It is an exceptional choice for meeting our clients’ needs in Wealth Planning, Investment Management, Private Banking, and Mortgage services, bolstered by its remarkable attributes and financial potential. At First Western Trust, our mission is to be the best private bank for the Western Wealth Management Client. We believe that what matters most to you in life should be reflected through your finances, and sometimes the simplest aspects make the greatest difference. First Western Trust proudly offers a full range of financial services to our clients in Bozeman and throughout the rest of Montana, with a goal of providing a comprehensive, personalized approach to wealth management.