
About First Western Financial
First Western Financial (NASDAQ:MYFW) operates as a boutique financial services firm that primarily focuses on wealth management, private banking, and personal trust and estate planning services. Alongside, it offers a blend of commercial lending options, aiming to provide personalized financial solutions to high net worth individuals, their families, and business entities. With a mission to deliver the best financial advice and service, First Western Financial aims to combine the high-touch service model of private banks with the breadth of services usually found in larger institutions. Their projects span across creating custom-tailored financial plans, managing investment portfolios, and structuring loans that align with the unique needs and objectives of their clients. By doing so, First Western Financial strives to achieve sustainable growth and profitability while ensuring their clients' financial well-being.
Snapshot
Operations
Products and/or services of First Western Financial
- Wealth management services, including financial planning, investment management, and retirement planning for high-net-worth individuals.
- Private banking, offering personal banking services tailored to affluent clients.
- Commercial lending, providing business loans and lines of credit to support growth and operations.
- Mortgage services, offering residential mortgage loans and refinancing options.
- Treasury management solutions to help businesses manage cash flow and liquidity.
- Online and mobile banking platforms, enabling clients to manage their financial accounts conveniently.
First Western Financial executive team
- Mr. Scott C. WylieFounder, Chairman, CEO & President
- Ms. Julie A. CourkampCOO & Director
- Mr. Matthew C. CassellChief Banking Officer of First Western Trust Bank
- Mr. David R. WeberPrincipal Accounting Officer, CFO & Treasurer