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Self Directed IRA Custodian and Escrow Services

Welcome to 2014 at Sunwest Trust

We are excited to see what 2014 has to bring and we are looking forward to providing better service from the “upgrades” we made here at Sunwest in 2013.

To begin with, we converted to a completely new Trust software system that you will notice in clear, more easily understood statements that you can print directly from your online access. You’ll see easier to understand transactions which can also be printed from your online access. These are just two of the enhancements in addition to the “back office” improvements that allow our staff to help you quicker.

Also, if you haven’t noticed, we have installed a new phone system and with just two easy choices will have you talking to a live Sunwest Customer Service Representative that can answer your questions without additional time-consuming transfers. The new system will allow me to analyze the call volume and determine if we need more staff at various times during the workday.

If you haven’t already, take advantage of our “ASK THE EXPERT” feature, last year JM Consulting answered over 280 questions regarding self-directed IRAs and individual 401k’s free of charge to our clients.

Subscribe to our YouTube page, sunwestira, where each and every Tuesday at 2:00 we put up a new and informative video that will give you valuable information and take less than 5 minutes of your time.

Our Referral Program, started in May of 2013, has resulted in Sunwest giving over $8,000.00 to Wounded Warrior Project and we are happy and excited to continue this program. For every client that you refer to Sunwest we will donate $50.00 in your name to Wounded Warrior Project. So keep those referrals coming and let’s help those that have given their all for our freedom.  Click here to learn more about Wounded Warrior Project.

Lastly, it’s been almost four years since our last escrow fee increase and we feel it’s time. We have changed the fee structure slightly and raised the fees on our escrow accounts only.  Click here to view our New Escrow Fee Schedule.

Thanks for all you do for us and we hope you have a great 2014.

Terry White – CEO