Estate Planning For the Sale of a Business
Two tax-saving strategies business owners should consider now
News & Resources
Whitepapers
How to Optimize Your Business Sale with an Investment Banker
Learn how partnering with an investment banker can optimize your business sale and maximize its value.
What’s Next: From Business Owner to Consultant
Learn if consulting is the right “what’s next” following your business sale.
News & Insights
Uncategorized
Oct.27, 2025
Parcion Private Wealth Honored by PSBJ with 2025 Economic Opportunity Champion Award
We’re proud to be recognized as a top honoree at this year’s Puget Sound Business Journal Corporate Citizenship Awards. At Parcion, giving back isn’t just something we do, it’s part of who we are. A heartfelt thank you to Big Brothers Big Sisters of Puget Sound for the nomination and for the incredible work they do in our community transforming the lives of youth through mentorship!
Uncategorized
Oct.27, 2025
Terry Cook Listed in Barron’s Top 1,200 Financial Advisors For 2025
It’s an honor to be recognized by Barron’s Advisor as one of the nation’s Top Advisors.
Congratulations to Terry Cook, CFP®, CIMA®, CEO and Managing Principal, and the entire team for their leadership and dedication to creating the greatest impact.
We are grateful to our partners and the business owners, families, and communities we serve for placing their trust in us.
It is a privilege to build the future together, looking forward to What’s Next!
Uncategorized
Oct.27, 2025
Parcion Private Wealth Ranked #18 on Forbes | SHOOK America’s Top RIA Firms List For 2025
We are honored to be named #18 on Forbes | SHOOK Research’s 2025 list of America’s Top RIA Firms.
This recognition reflects the trust our clients place in us and the dedication of our entire team to serve business owners, entrepreneurs, and families as they navigate transformational moments of wealth. At Parcion Private Wealth, our purpose remains the same: to help the families we serve keep more of what they have built for themselves, their loved ones, and the causes they care about most.
Thank you to our clients, partners, and team for making this possible.
