Wealth Management

Tailored wealth management for investments, trusts, and beyond, crafted to achieve your unique goals.

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

Tailored

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

First Western Trust Wealth Structure Strategy

Wealth Structure and Strategy

Specializing in unique assets, personal wealth, business wealth, and balanced estate planning for lasting personal and community impact.²

First Western Trust Estate

Trust and Estate Solutions

Holistic trust services to help you preserve, manage, and transfer your legacy in a way that supports your goals.²

First Western Trust Family Office Services

Family Office Solutions

Crafted banking, trust, and philanthropic solutions to assist busy families in managing their financial and personal affairs.^1,2

First Western Trust Investment Management

Investment Management

Personalized investment strategies aligned with your risk tolerance and liquidity needs, ensuring your portfolio reflects your aspirations.²

First Western Trust Insurance

Insurance Solutions

Customizable insurance to protect your wealth and assets against unforeseen risks.²

First Western Trust Philanthropy

Philanthropy Solutions

Custom philanthropic plans to empower your giving and shape your legacy today and in the future.

Untitled design 1

Business Advisory

Tailored business transition advice for passing on, raising capital, or selling your company to align outcomes with your personal wealth goals.²

Executive Advisory

Executive Advisory

Strategic financial guidance tailored to optimize executive financial strategies, ensuring personal and professional alignment.

Ready to learn more? Let’s have a conversation.

Our dedicated wealth management team is eager to understand and support your unique goals, crafting 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.