Terms of Use

Please read these “Terms of Use” carefully prior to accessing this website. By accessing this website and any materials presented on it, you acknowledge and agree to be bound by all the following terms and conditions pertaining to this website. If you do not agree to all the terms and conditions of these Terms of Use, then you must not access the website.

Parcion Private Wealth LLC and its affiliates (“Parcion,” “we,” “us,” or “our”) reserves the right to limit or deny access to this website to any person, geographic region, or jurisdiction at any time without prior notice. In addition, we reserve the right, at our discretion, to change, modify, add or remove portions of these Terms of Use at any time without providing any notice. Any such changes shall be effective immediately. By using this Site after we have posted changes to these Terms of Use, you are acknowledging such changes and are agreeing to be bound by these Terms of Use as amended. Your access and continued use of the website are at your own initiative. Accordingly, we suggest that you review these “Terms of Use” periodically for changes.

Important Disclaimers

This website provides general information regarding the services that Parcion Private Wealth provides. The information on this Site is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice or recommendations. Additional information regarding Parcion Private Wealth, LLC is available on the SEC’s website at www.adviserinfo.sec.gov and by searching our name, “Parcion Private Wealth”.

All our investment solutions involve risk, and Parcion cannot provide assurance that our investment, risk management, or other objectives will be achieved. Past performance is not an indication of future performance. Nothing on this website is intended to imply that any investment may be considered “safe” or “risk-free.”

Copyrights and Trademarks

No person is authorized to use, copy, or distribute any portion of this website, including related graphics, text, or materials.

Parcion and other trademarks or service marks (including logos and designs) found on the website are trademarks or service marks that identify Parcion and the goods and/or services provided by Parcion. Such marks may not be used under any circumstances without the prior written authorization of Parcion Private Wealth.

Informational Use Only

Parcion’s website is provided for your information only, and nothing contained on this website constitutes any recommendation or advice, including without limitation any investment, legal, or tax advice. Decisions based on information contained on this website are your sole and absolute responsibility and at your sole risk.

No Warranty

The materials on this Site are provided “AS IS” and “AS-AVAILABLE” without warranties of any kind. This Site contains derived information that is not used in our internal operations, and that is not independently verified, tested, or audited. We expressly disclaim, to the fullest extent permitted under applicable law, any and all warranties, express or implied (including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement), with respect to the use of or the result of the use of (A) this Site or (B) any information or materials available on this Site, including without limitation the accuracy, completeness, correctness, timeliness or reliability of such information or materials.

Parcion assumes no responsibility for and makes no warranties that functions contained on this Site will be uninterrupted or error-free, that defects will be corrected, or that this Site or the server that makes it available will be free of viruses or other harmful components. Freestone shall not be liable for any damages to, viruses that may infect, or services, repairs, or corrections that must be performed on your computer on account of your accessing this Site.

Restricted Access

Access to the password-protected areas of this website is strictly limited. Including the websites that may link you to another site on this page. The contents of the password-protected areas of this website are subject to all the provisions of these “Terms of Use”. You may not obtain access to the password-protected areas of this website, or to any other protected materials or information, through any means not intentionally made available to you by Parcion for your specific use.

We reserve the right, in our sole discretion, at any time and without any prior notice or warning to you, to deny you access to the website, to suspend or terminate your access to the website, or to disable your username or password where applicable.

Links to and From Other Websites and Services

We may establish hyperlinks between this website and one or more websites operated by third parties or affiliates. We do not review or monitor third-party websites and have no control over such websites or their contents. Nor do we monitor or have control over third-party products or services offered. Any hyperlinks to other websites from this website are provided for your convenience of this website, and the inclusion of these hyperlinks is not and does not imply an endorsement, representation, or warranty by Parcion Private Wealth with respect to any such hyperlinked websites or the content, products or services contained or accessible through the websites or the operators of the websites. Your access to and use of any third-party website is governed by the terms of use and privacy policies of those websites and shall be at your own risk. We expressly disclaim responsibility for the privacy policies and customer information practices of third-party websites hyperlinked from this website.

Parcion Private Wealth Business Continuity Planning

We have developed a Business Continuity Plan designed to address and govern how we will respond to events that have the potential to significantly disrupt our business. Since the timing and impact of disasters and disruptions are unpredictable, we will be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

Contacting Us

If after a significant business disruption, you cannot contact us by phone at our main line, 425-278-9555, or by email to the Parcion Private Wealth employee(s) with whom are listed in the “About Us” section of this website, you should be able to access your account information, including the execution of transactions, disbursements of cash, and other important information through our primary custodian Fidelity Brokerage Services, LLC at the number and website listed below. You should also check our website, www.parcionpw.com, for timely notices regarding any business disruption.

Fidelity Brokerage Services, LLC – 833-882-1522 https://www.fidelity.com/

We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting our books and records, and allowing our clients to transact business. Our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

Our business continuity plan addresses many items, including data back-up and recovery; critical systems; alternative communications with clients, employees, and regulators; alternate physical location of employees; critical counter-party impact; regulatory reporting; and assuring our clients have prompt access to their funds and securities if we are unable to continue our business.

For more information – if you have questions about our business continuity planning, you can contact us at our main line, 425-278-9555, or visit us at our office at 11980 NE 112th St, Ste. 210, Bellevue, WA 98005.

Last updated: April 2023