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Protect, grow, pass it on - they're all connected.

At First Western Trust, we take the time to understand the complexities of your financial world. Then, we partner with you to bring your financial goals to fruition. We have a team (not just one individual) working for your benefit, which means you get access to the best financial planning minds in the business - CFP® professionals, CPAs, and estate planning attorneys to name a few - coupled with superior wealth planning strategies individually tailored to your own personal or business situation.

We Connect Your Wealth Story

We believe that financial decisions are about more than financials. Every investment, real estate holding, trust, or philanthropic endeavor connects. Through our proprietary ConnectView approach, we look at the four dimensions of your wealth and put your story at the center.

  • Relational Wealth: This is about the connections you've built with the people who matter most in your life: family, friends, and colleagues.
  • Experiential Wealth: This focuses on the experiences that have shaped who you are - your travels, your hobbies, your career, and the important moments and stories of your life.
  • Spiritual / Ethical Wealth: This speaks to your principles, ethics, values, and any spiritual beliefs that may guide you and help direct your vision and goals for your life.
  • Financial Wealth: This is your net worth, assets, and liabilities, and is used to fuel the other three dimensions.

With First Western Trust, you will get a customized plan that supports dimensions of your wealth so you can fuel a life that is rich in relationships, experiences, and spirit.

Image of First Western's proprietary wealth planning process

Our Approach to Financial Planning is Different

Our proprietary ConnectView process begins by understanding the four dimensions of your wealth: your relationships, your experiences, your spirit, and your finances. Then, we create the financial planning solutions that help you reach your goals in each dimension, putting your story at the center. We recognize successful financial planning puts your story at the center and accounts for those aspects of life that matter most to you. Keeping in mind your needs at each stage of life, we break down your plan into manageable components that our team reviews:

Personal

Trust & Will
Inheritance
Powers of Attorney
Retirement
Education
Insurance Planning
Income, Estate & Gift Tax Minimization
Special Needs
Investments
Cash Flow
Liabilities
Legacy Planning

Business

Intra-Family Transfers
Third-Party Sales
Value Maximization
Entity Structure Consulting
Liquidity/Stock Redemption
Stock-Option Planning
401(k) Retirement Plan
Employer-Sponsored Plans
Executive-Suite Services
Treasury Management
Succession Planning

 

Philanthropic

Family Gifts
Charitable Gifts at Death
Lifetime Giving
Foundation Creation
Foundation Management
Legacy Planning
Charitable Trusts
Donor-Advised Funds
Impact Investments

Is your financial plan helping you reach your goals? Contact our wealth planners for a consultation by filling out the form below or calling our main line at 303.531.8100.



Investment and insurance products and services are not a deposit, are not FDIC- insured, are not insured by any federal government agency, are not guaranteed by the bank and may go down in value.