First Western Financial
First Western Financial, Inc. is a financial holding company based in Denver, Colorado, that specializes in a comprehensive suite of wealth management services. Founded in 2002, the company operates primarily through two segments: Wealth Management and Mortgage. The Wealth Management segment offers a range of services, including deposit accounts, loans, trust services, insurance, and investment management, catering primarily to entrepreneurs, professionals, and high-net-worth individuals. The Mortgage segment focuses on soliciting, originating, and selling residential mortgage loans in the secondary market. First Western Financial distinguishes itself by combining the resources of a large institution with the personalized attention typical of a private bank, emphasizing tailored service and strong client relationships. The firm operates through boutique private trust bank offices across Colorado, Arizona, Wyoming, and California.
Rocky Mountain Bank
Acquisition in 2022
Rocky Mountain Bank is a financial institution that offers a range of banking services tailored for both businesses and individuals. Its services include business banking, specialty lending, deposit products, personal banking, and wealth and trust services. By providing these offerings, Rocky Mountain Bank aims to assist clients in achieving their financial goals.
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