Personalized Wealth Planning, Your Way
Wealth planning as the foundation of effective management. We partner with you to refine your plan, prioritize your goals, and create a strategy that reflects your full story—so you can enjoy what you’ve built.
Personalized Wealth Planning
Wealth planning is more than managing money—it’s about aligning every part of your financial life with your goals, values, and vision for the future.
Together, we create a personalized plan that prioritizes what matters most and charts an efficient path toward your future.
Our personalized planning approach includes key areas such as:
• Cash flow and liquidity to balance your lifestyle with long-term needs
• Investment strategy tailored to your goals, risk tolerance, and time horizon
• Retirement and legacy planning to secure your future and support loved ones
• Insurance and risk management to help protect what you’ve built
• Tax-aware strategies to help optimize outcomes
At First Western Trust, we offer two levels of wealth planning to fit your needs:
Our Wealth Plans
Essential Wealth Plan
Our complimentary Essential Wealth Plan provides a comprehensive approach to your financial future, covering goal setting, cash flow, investment, and retirement planning, all designed to give you clarity and direction.
Signature Wealth Plan
The Signature Plan provides complete care for your wealth, incorporating all the elements of the Essential Wealth Plan, along with legacy planning, business succession strategies, insurance assessments, tax optimization, and ongoing support to keep your financial plan aligned with your goals.
This plan offers a holistic approach to both personal and business financial security, integrating key areas of wealth management with long-term, ongoing support.
• A Personalized Wealth Plan: A comprehensive financial plan that incorporates all aspects of your life, providing you with guidance to fulfill your personal and financial goals.
• A Break the Glass Plan: A roadmap to provide loved ones clarity, information, and actions to take in the days immediately following your passing.
• An Enduring Legacy Plan: A complete set of documents that defines your wishes and intent to distribute your assets in a purposeful manner.
Wealth planning that’s truly aligned with your goals begins here.
Connect with our Wealth Planning team today to explore the plan that’s right for you, review your strategies, define your goals, and create a plan that works for your future.
Investment, Wealth Planning, Trust and Estate, Retirement and Insurance products and services are Not FDIC Insured, are Not Guaranteed by Bank, and May Lose Value. First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.