Meet Denai Thornton, Senior Vice President and Portfolio Manager III. With over 20 years at First Western Trust, Denai has been guiding clients through key financial milestones—from asset accumulation and college planning to business ownership, contingency strategies, and retirement. https://hubs.la/Q02WSlh70 Commercial Banking offered through First Western Trust Bank, Member FDIC; Retirement Services are Not a deposit, Not guaranteed by the Bank, May Lose Value
First Western Trust
金融服务
Denver,CO 3,988 位关注者
First Western's mission is to be the best private bank for the Western Wealth Management Client.
关于我们
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.
- 网站
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https://www.myfw.com
First Western Trust的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Denver,CO
- 类型
- 上市公司
- 创立
- 2004
- 领域
- 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和cash flow
地点
First Western Trust员工
动态
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Mergers and acquisitions offer great opportunities but also come with risks. With careful strategic planning, you can avoid common pitfalls. Download our white paper for expert insights on navigating every stage of M&A—from preparation to post-sale integration. https://hubs.la/Q02WQwtD0 Member FDIC
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At First Western Trust, we know your financial needs are unique—that's why we create customized solutions just for you. Unlike other banks, we go beyond standard offerings to design strategies that fit your lifestyle, business, and goals, giving you the personalized service you deserve. Learn how we can help: https://hubs.la/Q02WSvqG0
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Offer your clients essential succession planning strategies to drive M&A success. Our latest white paper provides insights to ensure stability and maximize value at every stage of their journey. https://hubs.la/Q02WQsvj0
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Tax season can sneak up on you—will you be prepared? Discover strategies for optimizing wealth, including tax-efficient investments, charitable giving, and estate planning, in our latest article: https://hubs.la/Q02WRjDx0
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At First Western Trust, personal banking means more than just access—it's about a team that knows you, understands your story, and is there when it matters most. Experience the difference a trusted relationship can make. https://hubs.la/Q02WSrVG0 Investment Products are Not a Deposit, Not guaranteed by the Bank, May Lose Value
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Your wealth plan is your roadmap to building, protecting, and growing your wealth. Regular reviews keep it aligned with your goals. Schedule your year-end review today to ensure your plan is ready for the new year. https://hubs.la/Q02WR4_60
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A lot can happen in a year. Year-end is the perfect time to review your estate plan. Download our white paper for insights to ensure it aligns with your goals. https://hubs.la/Q02WQM210 Trust and Estate Services are Not a deposit, Not guaranteed by the Bank, May Lose Value
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Year-end is the perfect time to review your trust and estate plans. Our article covers key steps like updating beneficiaries, reviewing trusts, and making tax-beneficial gifts. https://hubs.la/Q02WSz7l0
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Your bank should tailor its services to fit your needs—not make you fit theirs. At First Western Trust, we offer flexible appointments, extended hours, and personalized attention, ensuring a seamless banking experience designed around you. https://hubs.la/Q02WSrZq0