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Wealth Planning

Our teams of wealth planning professionals partner with you to bring your financial goals to fruition.

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 other estate planning professionals, to name a few — coupled with superior wealth planning strategies individually tailored to your own personal or business situation.

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.

Each aspect is important to the overall story of your wealth and acknowledges a guiding truth: each and every investment, real estate holding, trust, or philanthropic endeavor connects.

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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:


  • Trust & Will
  • Inheritance
  • Powers of Attorney
  • Retirement
  • Education
  • Insurance Planning
  • Income, Estate & Gift Tax Minimization
  • Special Needs
  • Investments
  • Cash Flow
  • Liabilities
  • Legacy Planning
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  • 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
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  • Family Gifts
  • Charitable Gifts at Death
  • Lifetime Giving
  • Foundation Creation
  • Foundation Management
  • Legacy Planning
  • Charitable Trusts
  • Donor-Advised Funds
  • Impact Investments
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What Clients Say about Our Wealth Planning Solutions

“Personal, professional guidance, and assistance to their clients. I am confident knowing whatever my financial needs are, the team at First Western Trust will always be there.” – Jeffrey P.

To reach our team and learn how we can assist with your wealth planning needs, fill out the form below.

Investment and insurance products and services are:

  • Not a deposit
  • Not FDIC- insured, are not insured by any federal government agency
  • Not guaranteed by the bank and may go down in 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.