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.

Ryan Trigg

Director, Strategic Planning and Principal Risk Officer

1 past transactions

Rocky Mountain Bank

Acquisition in 2022
Rocky Mountain Bank is a financial institution that provides a range of banking services to both businesses and individuals. The bank specializes in business banking and offers various lending solutions tailored to meet the unique needs of its clients. In addition to business services, Rocky Mountain Bank provides deposit products and personal banking options. The institution also offers wealth management and trust services, aiming to assist clients in achieving their financial objectives. By focusing on a comprehensive suite of financial products, Rocky Mountain Bank strives to support the diverse needs of its clientele.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.