
Wealth Management

Comprehensive Wealth Management Services
Your financial choices shape your future. Whether it’s investments, real estate, trusts, or philanthropy, each decision matters. At First Western Trust, we collaborate to realize your goals through comprehensive wealth management. Our team takes the time to fully understand you and your finances to create personalized wealth plans tailored to your needs.2

Integrated Financial Solutions
Uncover unique strategies for wealth management and growth, including personalized trust and estate planning, investment, and insurance services to meet your financial aspirations.1,2

Wealth Structure and Strategy
Specializing in unique assets, personal wealth, business wealth, and balanced estate planning for lasting personal and community impact.2
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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.2
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Family Office Solutions
Crafted banking, trust, and philanthropic solutions to assist busy families in managing their financial and personal affairs.1,2
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Investment Management
Personalized investment strategies aligned with your risk tolerance and liquidity needs, ensuring your portfolio reflects your aspirations.2
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Insurance Solutions
Customizable insurance to protect your wealth and assets against unforeseen risks.2
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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.2
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Executive Advisory
Strategic financial guidance tailored to optimize executive financial strategies, ensuring personal and professional alignment.
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