News & Resources

Whitepapers

Preserving Your Legacy: A Guide to Family Business Succession

Learn essential strategies to ensure a successful transition of your family business.

Avoid These Mistakes to Optimize Your Business Sale

Learn how to avoid four types of common mistakes associated with business sales.

Maximizing Tax Benefits With Qualified Small Business Stock

Learn how qualified small business stock can be a powerful financial strategy.

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News & Insights

Insights

Oct.09, 2024

Preserving Your Legacy: A Guide to Family Business Succession

Succession planning is a critical process for any family business. It’s not just about transferring leadership, but about ensuring the legacy you’ve built continues with clarity and purpose. At Parcion Private Wealth, we work alongside business owners to help them navigate the complexities of succession, focusing on the core values and long-term vision that guide both the family and the business.

Awards & Recognitions

Oct.08, 2024

Parcion Private Wealth Ranked #22 in the Forbes | SHOOK Research Top RIA Firms in America for 2024

We are incredibly proud to share that we have been ranked as one of the top RIA firms in America by Forbes | SHOOK for the third year in a row!

Awards & Recognitions

Sep.26, 2024

Parcion Private Wealth Listed as a 2024 Best Wealth Management Firm in The Seattle Times Best in the PNW

We’re excited to announce that Parcion Private Wealth has been voted as a 2024 People’s Choice Winner for Best Wealth Management Firm in the Pacific Northwest by The Seattle Times!

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