Maximizing Tax Benefits With Qualified Small Business Stock
Learn how qualified small business stock can be a powerful financial strategy.
News & Resources
Whitepapers
The Off Ramp: Why Comprehensive Exit Planning is Key to a Successful Exit
Learn the importance of planning for a business sale with a team of experienced professionals.
Selling Your Company: How to Choose the Right Buyer to Optimize Your Wealth Event
Learn the differences and motives of financial and strategic buyers in order to align your business sale with your values and objectives.
News & Insights
Awards & Recognitions
Apr.03, 2024
Parcion Private Wealth Named on Forbes | SHOOK Research Best-In-State Wealth Advisors List for 2024
We are thrilled to share that Terry Cook, CFP®, CIMA®, CEO and Managing Principal, and Kathleen Carbone, CFP ®, Principal and Director of Advisory, have been recognized on the Forbes | SHOOK Research Best-In-State Wealth Advisors list for 2024, ranking in the top 15 private wealth advisors in Washington state!
Awards & Recognitions
Apr.03, 2024
Parcion Private Wealth Listed on the Forbes | SHOOK Research America’s Top Wealth Advisors for 2024
Our CEO and Managing principal, Terry Cook, CFP®, CIMA®, has once again been listed on the distinguished Forbes | SHOOK Research America’s Top Wealth Advisors list!
Awards & Recognitions
Mar.12, 2024
Parcion Private Wealth CEO Terry Cook Listed on the 2024 Barron’s Top Advisor List
We are proud to announce that our CEO and Managing Principal, Terry Cook, CFP®, CIMA®, has been recognized on Barron’s Top Washington Advisor List for the tenth year, what an honor!
Events
12
September 2024
01
May 2025
