Vail Wealth Management
First Western Trust offers wealth management solutions designed to meet the needs of Vail’s high-net-worth individuals and families. We help you grow, protect, and enjoy your wealth with strategies aligned to your goals.
Tailored Wealth Strategies
Supporting Your Goals with Personalized Solutions
Vail’s unparalleled lifestyle often calls for financial flexibility to embrace life’s most exciting opportunities. At First Western Trust, we provide personal lending solutions to support everything from acquiring luxury real estate to celebrating life’s significant milestones.
With personalized service and a deep understanding of Vail’s unique market, our team crafts lending strategies tailored to your goals. Partner with us to confidently turn your vision into reality.
Integrated Financial Solutions
Uncover unique strategies for wealth management and growth, including personalized trust and estate planning, investment, and insurance services to meet your goals.
Wealth Structure and Strategy
Specializing in unique assets, personal wealth, business wealth, and balanced estate planning for lasting personal and community impact.
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Trust and Estate Solutions
Holistic trust services to help you preserve, manage, and transfer your legacy in a way that supports your goals.
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Family Office Solutions
Crafted banking, trust, and philanthropic solutions to assist busy families in managing their financial and personal affairs.
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Investment Management
Personalized investment strategies aligned with your risk tolerance and liquidity needs, ensuring your portfolio reflects your aspirations.
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Insurance Solutions
Customizable insurance to protect your wealth and assets against unforeseen risks.
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Philanthropy Solutions
Custom philanthropic plans to empower your giving and shape your legacy today and in the future.
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Business Advisory
Tailored business transition advice for passing on, raising capital, or selling your company to align outcomes with your personal wealth goals.
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Executive Advisory
Strategic financial guidance tailored to optimize executive financial strategies, ensuring personal and professional alignment.
Learn MoreReady to learn more about wealth management in Vail?
Our dedicated wealth management team is ready to understand and support your goals and craft personalized strategies that align with your vision.
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.