Trust & Wealth Management

At First Western Bank & Trust, we understand the importance of securing your financial future and managing your wealth wisely. Our experienced trust and wealth management team provides tailored solutions to help families and businesses maximize their resources, ensuring security for generations to come. With a commitment to personal service and local expertise, we’re here to guide you through every stage of wealth management.

Plan for Tomorrow, Protect What Matters Today

Trust & wealth management services go beyond managing finances, they’re about creating stability and peace of mind. Whether you’re planning for retirement, managing investments, or preserving wealth for future generations, our team is equipped with the expertise and resources to help you achieve your goals.

Services

From personal trust accounts to specialized investment and asset management, we deliver customized solutions designed to fit your unique needs. Our local, tenured staff is here to provide the guidance you can rely on, no matter how complex your financial goals may be.

Frequently Asked Questions

Where do I go to log in to my Trust & Wealth account?

Select the “Trust & Wealth Login” button at the top of this webpage. This will direct you to the secure login portal.

Do you offer an app for your investment and trust services?

Yes, we do. To learn more or to request access, we invite you to speak with one of our local trust officers, who would be happy to assist you.

Does First Western offer Farm Management?

Yes, Farm Management is one of the many services we provide. For additional details, please visit our Farm Management page or call 701-857-7150 to be connected with a farm manager.

I just retired. Can I move my prior retirement plan to be managed by First Western?

Yes! We encourage you to contact your local Trust Department or call us at 701-857-7150 to discuss our available retirement options.

What does a trust department do?

Whether you are looking for investment management services for your personal IRA(s) or for some excess dollars you have, the Trust Department provides professional investment services for all types of accounts.  With our disciplined investment philosophy we employ strategies for the long-term strategic outlook for our clients and utilize our in-house portfolio management team to meet all your specific needs!

 

Learn more about what our trust department does.

Get Started with Trust & Wealth Management Services

Secure your financial future with personalized trust services from First Western Bank & Trust. Whether you’re building wealth, planning your legacy, or managing investments, our local experts are here to help you every step of the way.