2021 PPP UPDATES | PPP FORGIVENESS | WELCOME ROCKY MOUNTAIN BANK CLIENTS! LOGIN INVESTOR RELATIONS Our Services About Us Locations Insights Contact Wealth Planning We take the time to understand the complexities of your financial world. 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 estate planning attorneys 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. 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: Personal Trust & Will Inheritance Powers of Attorney Retirement Education Insurance Planning Income, Estate & Gift Tax Minimization Special Needs Investments Cash Flow Liabilities Legacy Planning Business 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 Philanthropic Family Gifts Charitable Gifts at Death Lifetime Giving Foundation Creation Foundation Management Legacy Planning Charitable Trusts Donor-Advised Funds Impact Investments 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. By selecting submit above, you expressly agree to be contacted by First Western Trust Bank using the contact information you have provided. This express consent overrides any “do not call” or related “do not contact” you may have registered with any state or federal agencies. 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. Phone 1-877-505-1281 Address 1900 16th Street Suite 1200 Denver, CO 80202 Get In Touch marketing@myfw.com Locations Insights Private Banking Personal Banking Risk Management & Insurance Mortgage Services Commercial Banking Commercial Banking Depository Services Commercial Lending Treasury Management Retirement Services Nonprofit Banking Planning, Trust and Investment Management ConnectView® Wealth Planning Trust & Estates Investment Management About Us Community Involvement Careers Investor Relations Privacy Policy Disclosures Cybersecurity Member FDIC NMLS IS 477166 Our NMLS Lenders Investment and insurance products and services are not a deposit, are not FDIC- insured, are not insured by any federal government agency, are 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. ©2021 First Western Financial, Inc. All rights reserved.