First Western Trust Bank

First Western Trust Bank's WealthView 360°is the cornerstone of everything we do for you. Working through the process together, your complete financial picture will come into focus and we’ll both gain an intimate understanding of your financial needs, priorities, objectives, and dreams. Once your WealthView 360° is established, First Western Trust Bank can create the customized financial solutions needed to achieve your goals - whatever they may be. Find an unwavering commitment to unparalleled personal service and the customized solutions you demand at First Western Trust Bank. You can count on a locally managed private bank, one attuned to your goals and able to quickly respond to your needs with state-of-the-industry financial services: Deposits: An intimate understanding of your financial objectives enables your Private Banker to customize deposit strategies with an appropriate mix of checking, certificates of deposits and money market accounts—all offering competitive yields. Lending: Fast and flexible access to credit can be a strategic tool for furthering your financial and life goals. We know your credit needs take many forms: mortgage, home equity lines, real estate loans, construction lines and commercial letters of credit among them. Whatever you require, experienced lending specialists work with you to custom-design a lending solution to handle it. Cash Management: Meeting your liquidity needs while making the most of your cash flow can promote efficiency and generate incremental yield. Your Private Banker will recommend the cash management services most appropriate for your situation including sweep accounts, wire transfers, platinum credit cards, ACH, and more. Business Banking: Effectively managing your cash flow is crucial to running a successful business. Your Private Banker can talk with you about cash sweeps, remote deposit capture services, business certificate of deposit, iWealthSM business banking, corporate credit cards and merchant service. Tired of feeling like a small fish in a huge pond? Discover sophisticated, individualized investment management services from First Western Trust Bank. Instead of cookie-cutter solutions, you’ll have a truly customized portfolio tailored to your investment goals and measured against appropriate market benchmarks. All supported by an investment team that uses well-defined, disciplined, time-tested strategies in pursuit of attractive and consistent after-tax returns. Based on your objectives and risk tolerance, our team members will recommend an appropriate asset allocation that considers the following options: Multi-Asset Class U.S. Equity Fixed Income Balanced Account Absolute Return Strategies Cash Management Does your concern for your family's long-term financial security keep you up at night? First Western Trust Bank can help by establishing a personal trust. Now, you can direct how your assets are distributed and enjoy a level of security and protection that assures your loved ones will be cared for according to your wishes. With a broad array of trust services at your disposal — from planning and administration to custody services and investment management — you can count on First Western's trust experts to have the knowledge and insight to quickly respond to your needs, whatever they may be. First, your entire estate will be reviewed, then your personal First Western Trust Administrator will work with you to tailor appropriate solutions, such as: Trustee with investment management Foundation management Charitable trusts Investment management for trustees Successor trustee IRA management and administration Live your life, and let First Western handle the rest with a full range of wealth-planning services that simplify your life and secure your legacy. Standard Wealth Plan Gain new insight into your wealth and yourself with this in-depth financial assessment including a statement of goals and objectives, a detailed net worth statement and includes: Cash flow analysis Insurance adequacy Retirement planning Education planning Advanced Wealth Plan This advanced planning tool is appropriate for those clients with specific needs identified in the standard wealth plan. We will work closely with a client's outside advisors such as attorneys or CPAs to accomplish any of the following: Estate planning Wealth transfer planning Fiduciary advisor review Additionally, all First Western Trust Bank clients can participate in the following services: Back Office Services to pay bills and manage monthly cash flows Business Owner Advisory offers help in business succession planning, asset protection, employee retirement plans, compensation packages, and so on. Risk Assessment helps spot potential financial risks and secures appropriate protection via insurance and asset managed strategies. Family Legacy Planning includes family governance, mission statements, 100 year plan. Philanthropy offers assistance with foundation administration as well as investment management services. Concierge services include travel planning and personal assistant-type requests