Sponsored content First Western Trust's new Avon office welcomes independent-minded entrepreneurs for personalized banking and wealth management services By Andy Stonehouse roght to you by fiwsten Trust Last year, the all-time-record set for real estate transactions offered clear evidence that world-class wealth is abundantly present in the Vail Valley. A new generation of entrepreneurs and coastal transplants, who are often focused on creating the next big thing. want highly-personalized banking, planning, and investment services - and a local private bank has recently opened a new location to meet their meeds. First Western Trust recently moved to a new location in Avon's Seasons Building, which offers an intimate and attractive atmosphere to wekcome new clients and provides a personalized approach to private and commercial banking, wealth planning, trust and investment management services. First Western Trust believes that every client's situation and needs are as unique as they are - each client deserves solutions and an attention to detail that meets their needs and helps them succeed. (Getty Images) Michael Glass, Market President at First Western's Vail Valley office, said First Western's new office comes at an important juncture in Eagle County's post-Covid business climate. ern occupies an interesting niche in the towards retirement,"Glass explained. financial services sector - serving as a private bank built on a trust platform that offers tailored solutions to meet with each elient. That means a more "We offer a unique combination of sophisticated services and a team of Bocal experts, and that allows us to help TAILORED SERVICES FOR INNOVATIVE entrepreneurs and business owners, who generate significant value and wealth within our community through First Western believes that every their work, Glass said. First Western incorporates a holis- tic view into their approach to wealth management - which they refer to as ConnectView - a view which consid- ers all aspects of their clients' finan- eial, relational, experiential, and legacy services to Western-based clients personalized approach, creating endur- ing relationships with clients on a first- name basis, always delivering a high level of service and care. each client's unique goals. "Offering boutique-style financial THINKERS wealth, and which enables elients to develop a complete plan to grow and manage their wealth for generations to come. Considering the many moving parts of wealth, which often evolve over time, the ConnecetView approach provides a valuable perspective and enables them to connect their goals, dreams, and aspirations for their fami- lies and business over the long term," Glass said. client's situation and needs are as unique as they are- each client deserves solutions and an attention Glass, a banking veteran and valley native since 1999, said that First West- to detail that meets their needs and helps them succeed. The bank's solu- tions include a suite of lending, depos- framework to help develop a wealth itory, and other services designed for private banking and commercial needs. mind. Their insurance and mortgage services, as an example, have provided a valu- able resource for their clients during the valley's unprecedented real estate boom. In addition, First Westerm's For First Western, community relation- ships are fundamental. Since its incep- tion, First Westem has invested nearly $20 million into local community proj- ects, including charitable donations, development loans and assistance to affordable housing developments. Partnering with and supporting local communities is more than an obliga- tion for First Western, it is part of who they are as an organization. plan that provides clients with peace of WEALTH MANAGEMENT FOR WESTERNERS First Western Trust began in 2002, solutions and team of experts in wealth when Chairman and CEO Scott Wylie, planning, investment management, an entrepreneur and banker, led a group of Western business leaders to create an organization that provides individuals with high levels of sophis- tication and personalized boutique service. Based in Colorado, First West- ern operates 10 branches in Colo- rado, along with locations in Arizona, Wyoming and California. trust and estate senvices. BANK LOCALLY Commercial banking services also include treasury management and retirement planning services for the businesses they serve. Visit the new First Western Trust loca- tion in Avon at 137 Benchmark Road, Suite D. First Western's Vail Valley team is available by appointment to meet with new clients to understand their needs and to tailor-fit solutions to "We offer services for clients who are Michael Glass, market president at First Westem Trust's Vail Valley office in Avon, (Photo Courtesy of First Western Trust) seeking to grow and expand their businesses, as well as solutions and Relationships are key, Glass said, and First Western strives to cultivate planning help for elients seeking to transition their business or move help them achieve their goals. For more information, visit myfw.com. thoughtful and personal connections Trust Where You Bank "Through thick and thin, First Western Trust has been right there by my side. I feel like they're a part of my team. If anyone asks, I tell them this is the best bank I have ever dealt with during my 40 year career. - Jeff A. FIRSTWestern TRUST mytw.com | 970.710.7200 Now Accepting Deposits Member FDIC Sponsored content First Western Trust's new Avon office welcomes independent-minded entrepreneurs for personalized banking and wealth management services By Andy Stonehouse roght to you by fiwsten Trust Last year, the all-time-record set for real estate transactions offered clear evidence that world-class wealth is abundantly present in the Vail Valley. A new generation of entrepreneurs and coastal transplants, who are often focused on creating the next big thing. want highly-personalized banking, planning, and investment services - and a local private bank has recently opened a new location to meet their meeds. First Western Trust recently moved to a new location in Avon's Seasons Building, which offers an intimate and attractive atmosphere to wekcome new clients and provides a personalized approach to private and commercial banking, wealth planning, trust and investment management services. First Western Trust believes that every client's situation and needs are as unique as they are - each client deserves solutions and an attention to detail that meets their needs and helps them succeed. (Getty Images) Michael Glass, Market President at First Western's Vail Valley office, said First Western's new office comes at an important juncture in Eagle County's post-Covid business climate. ern occupies an interesting niche in the towards retirement,"Glass explained. financial services sector - serving as a private bank built on a trust platform that offers tailored solutions to meet with each elient. That means a more "We offer a unique combination of sophisticated services and a team of Bocal experts, and that allows us to help TAILORED SERVICES FOR INNOVATIVE entrepreneurs and business owners, who generate significant value and wealth within our community through First Western believes that every their work, Glass said. First Western incorporates a holis- tic view into their approach to wealth management - which they refer to as ConnectView - a view which consid- ers all aspects of their clients' finan- eial, relational, experiential, and legacy services to Western-based clients personalized approach, creating endur- ing relationships with clients on a first- name basis, always delivering a high level of service and care. each client's unique goals. "Offering boutique-style financial THINKERS wealth, and which enables elients to develop a complete plan to grow and manage their wealth for generations to come. Considering the many moving parts of wealth, which often evolve over time, the ConnecetView approach provides a valuable perspective and enables them to connect their goals, dreams, and aspirations for their fami- lies and business over the long term," Glass said. client's situation and needs are as unique as they are- each client deserves solutions and an attention Glass, a banking veteran and valley native since 1999, said that First West- to detail that meets their needs and helps them succeed. The bank's solu- tions include a suite of lending, depos- framework to help develop a wealth itory, and other services designed for private banking and commercial needs. mind. Their insurance and mortgage services, as an example, have provided a valu- able resource for their clients during the valley's unprecedented real estate boom. In addition, First Westerm's For First Western, community relation- ships are fundamental. Since its incep- tion, First Westem has invested nearly $20 million into local community proj- ects, including charitable donations, development loans and assistance to affordable housing developments. Partnering with and supporting local communities is more than an obliga- tion for First Western, it is part of who they are as an organization. plan that provides clients with peace of WEALTH MANAGEMENT FOR WESTERNERS First Western Trust began in 2002, solutions and team of experts in wealth when Chairman and CEO Scott Wylie, planning, investment management, an entrepreneur and banker, led a group of Western business leaders to create an organization that provides individuals with high levels of sophis- tication and personalized boutique service. Based in Colorado, First West- ern operates 10 branches in Colo- rado, along with locations in Arizona, Wyoming and California. trust and estate senvices. BANK LOCALLY Commercial banking services also include treasury management and retirement planning services for the businesses they serve. Visit the new First Western Trust loca- tion in Avon at 137 Benchmark Road, Suite D. First Western's Vail Valley team is available by appointment to meet with new clients to understand their needs and to tailor-fit solutions to "We offer services for clients who are Michael Glass, market president at First Westem Trust's Vail Valley office in Avon, (Photo Courtesy of First Western Trust) seeking to grow and expand their businesses, as well as solutions and Relationships are key, Glass said, and First Western strives to cultivate planning help for elients seeking to transition their business or move help them achieve their goals. For more information, visit myfw.com. thoughtful and personal connections Trust Where You Bank "Through thick and thin, First Western Trust has been right there by my side. I feel like they're a part of my team. If anyone asks, I tell them this is the best bank I have ever dealt with during my 40 year career. - Jeff A. FIRSTWestern TRUST mytw.com | 970.710.7200 Now Accepting Deposits Member FDIC