What wealth means to us.
We believe that wealth is about so much more than money. While many financial advisors see wealth as an end unto itself, we see wealth in four dimensions.
Our Connect View Philosophy
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.
What does wealth mean to you?
A day on the golf course with your grandson? Traveling the world with your loved ones? Sharing your time with your local community?
At First Western Trust, we know that wealth is about the life you are able to create and share because of it.
Using our ConnectView approach, we look at wealth in four dimensions, putting your story at the center. Relational Wealth is about the people who mean the most to you, your family, friends and loved ones. Experiential Wealth is about the stories you tell, your travels, hobbies, education, and career. Spiritual and Ethical Wealth is about the things that guide you, your values, beliefs and principles. When you bring these dimensions together, Financial Wealth becomes the fuel to ignite the other three.
Contact our team to learn more about our approach to wealth management.