Welcome to a new phase
of life

Unlock your wealth's potential

Joining Parcion can open the door to a nationally recognized, private family office in helping you plan for, manage, and enjoy a life-changing liquidity event.

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Discover wealth management for wealth creators, business owners, and their families.

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Parcion is Your Family Office

OUR APPROACH

As a fully independent advisory firm, Parcion has the flexibility to deliver concierge planning that extends beyond portfolio management. We focus on the unique experiences of first-generation wealth creators, with a boutique family-office approach that engages every aspect of your financial life.

Cultivating
a unique
community

You’re invited to build relationships throughout Parcion’s extensive network. We make it easy to foster connection with others who share your interests and experience through exclusive access to investment opportunities, philanthropic initiatives, cultural events, and more.

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Unlocking Generational Wealth Conversations with Mike McGrann

What's Next? Podcast

Terry Cook is joined by Mike McGrann from the Fidelity Center for Family Engagement to discuss legacy preservation and wealth communication.

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Puget Sound Business Journal’s Corporate Citizenship Top Philanthropists for 2024

Awards & Recognition

Philanthropic impact and community relationships are fundamental to Parcion’s core values and vision.

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PARCION'S SIGNATURE EVENT

Client Exclusive Events

A private network event curated for Parcion Private Wealth clients and their families.

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Forbes | SHOOK Research 2024 Top RIA Firms in America

Awards & Recognition

Through leadership, technical proficiency, and commitment to business owners and their families, our team is dedicated to delivering personalized, high-touch service every day!

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FORBES | SHOOK RESEARCH 2024 TOP WOMEN WEALTH ADVISORS BEST-IN-STATE

Awards & Recognition

Kathleen Carbone has paved the way as a female leader within Parcion and the broader financial services industry. Since our inception, she has played a central role in establishing Parcion's identity as a resource for business owners and first generation wealth creators.

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