How to Successfully Exit Your Business with an Employee Stock Ownership Plan (ESOP)
Learn how an Employee Stock Ownership Plan (ESOP) could potentially help fuel a bright future for your company, your employees, and your own personal wealth.
News & Resources
Whitepapers
Finding Your Philanthropic Purpose After A Wealth Event
Learn how to prioritize philanthropy after a wealth event to create a plan that supports your goals and allows for a greater impact on the issues that are important to you.
Five Ways You Can Help Business Owners Optimize Wealth Events
For Industry Partners: Learn what’s needed to successfully help business owners manage wealth events.
News & Insights
Awards & Recognitions
May.18, 2023
Parcion Private Wealth Ranked #6 Top Philanthropists for Washington Small Businesses for 2023
We are proud to share that, once again, Parcion has made the Puget Sound Business Journal’s Corporate Citizenship Top Philanthropists list for 2023!
Awards & Recognitions
Apr.04, 2023
Parcion Private Wealth Named on Forbes | SHOOK Research 2023 Best-In-State Wealth Advisors List
Once again, we’ve been recognized by Forbes | SHOOK on the Best-In-State Wealth Advisors List!
Awards & Recognitions
Apr.04, 2023
Parcion Private Wealth CEO Terry Cook Listed in the Forbes | SHOOK Research Top Wealth Advisors in America for 2023
We are honored to announce that our CEO + Managing Principal Terry Cook, CFP®, CIMA® has once again made the Forbes | SHOOK Research Top 250 Wealth Advisors in America!
Events
25
June 2023
07
September 2023
