ABOUT US


We are a nationally recognized wealth management firm, whose competitive advantage is based upon a client-centric approach, community involvement and care, and adding value with every client interaction.

Our persistent drive to achieve an unequalled level of service gives our clients' confidence that their financial affairs are handled with upmost importance and care. Our office exhibits an atmosphere of confidence and optimism, confirming our position as an integral part of a premier financial services firm. By achieving our mission, we aim to earn the respect and admiration of our clients.

 

OUR GUIDING PRINCIPLES


We believe in doing great things for our clients and making sure that we communicate it. We aim to make and keep meaningful commitments, and to always put client needs first. These are the guiding principle we strive to live and operate by. We believe that such principles guide us in our mission and vision, as well as in our ultimate purpose; To build people, and to build wealth.

 

CLIENT INTERESTS COME FIRST


Representing client interests first means adopting a market niche that spurns activities of proprietary products, leveraged trading, or any other function that could cause a potential conflict of interest. For example, we believe that an investors purchase of securities should not be a profit center for another division of the same firm. Unfortunately, it has taken a virtual breakdown of the Wall Street Investment industry to be finally understood.

The First Western Advisors business plan has long advocated a low or no debt risk policy. We realize debt does play a role in many industries to assist with the capital formation process but its use and abuse over the past several years has had a destructive effect on the American economy. As a result, we believe investors should be using advisors that share their own traditional values regarding debt.

 


 

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3165 EAST MILLROCK DRIVE, SUITE 340

HOLLADAY, UTAH 84121

PHONE 801.930.6500     TOLL FREE 800.937.3500

FAX 801.930.6501   ·   EMAIL info@fwainvest.com

This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. No offers may be made or accepted from any resident outside the specific state(s) referenced.