First Western Trust

First Western Trust

Financial Services

Denver, CO 3,763 followers

First Western's mission is to be the best private bank for the Western Wealth Management Client.

About us

First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming. Member FDIC, Equal Housing Lender, NMLS# 477166.

Industry
Financial Services
Company size
201-500 employees
Headquarters
Denver, CO
Type
Public Company
Founded
2004
Specialties
wealth planning, investment management, private banking, trusts and estates, insurance, business banking, retirement consulting, philanthropic services, mortgages, banking, retirement, arts, philanthropy, commercial lending, treasury management, nonprofit, loans, wealth management, and cash flow

Locations

Employees at First Western Trust

Updates

  • View organization page for First Western Trust, graphic

    3,763 followers

    We are pleased to introduce David Wright as the new Market President at our Boulder office! David will oversee daily operations, financial performance, strategy, and new client development. With a strong background from ANB Bank, Home State Bank, 1031 Corporation, and 1stBank, David brings extensive experience in managing relationships and leading business development. He is committed to continuing the success of First Western Trust and leading our team of outstanding financial associates in the Boulder market. Please join us in welcoming David to First Western Trust.

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  • View organization page for First Western Trust, graphic

    3,763 followers

    Grow with a bank that invests in both your community and your financial future. At First Western Trust, we ensure that all deposits remain local, supporting businesses and meeting community needs. By banking with us, you directly contribute to the prosperity and growth of your neighborhood. Experience a banking relationship that truly cares about you, your future, and your community. https://hubs.la/Q02DDw8r0

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  • View organization page for First Western Trust, graphic

    3,763 followers

    Welcome Fred Bruckner, a new Senior VP Director of Planning, Trust, and Investment Management* at First Western Trust’s Phoenix offices! With over thirty years of experience with financial services, Fred will oversee daily operations, lead client meetings, and drive growth initiatives. His background includes roles at a leading brokerage firm, a national bank, and a registered investment advisor. Fred’s expertise in customized investment portfolios and strategy research will greatly benefit our clients. Join us in welcoming Fred to First Western Trust. *Investment and Trust Services are Not a deposit, Not guaranteed by the Bank, May Lose Value

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  • View organization page for First Western Trust, graphic

    3,763 followers

    Bank on a Better Tomorrow with First Western Trust. Meet your new financial partners, where our associates are part of your community, and know your story and name. We work closely with you to understand and meet your unique needs, offering personalized solutions beyond traditional banking. Experience a banking relationship that values you as more than just an account number. Achieve your financial goals with sophisticated services from a team you can trust. https://hubs.la/Q02DDsv60 *Personal and business banking services offered through First Western Trust Bank, Member FDIC; Investment, Trust and Asset Management Services are Not a deposit, Not guaranteed by the Bank, May Lose Value

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Funding

First Western Trust 5 total rounds

Last Round

Post IPO debt

US$ 20.0M

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