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!
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!
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.
Terry Cook Named One of Barron’s 2025 Top 100 Independent Advisors
We’re proud to share that Parcion Private Wealth Founder and CEO, Terry Cook, CFP®, CIMA®, has been named one of Barron’s Top 100 Independent Advisors for 2025.
This recognition reflects Terry’s decades-long dedication to helping business owners and their families navigate transformational liquidity events with clarity, purpose, and confidence.
Parcion Private Wealth Named PSBJ 100 Fastest Growing Private Companies in Washington State 2025
We’re honored to be named one of Puget Sound Business Journal‘s 100 Fastest-Growing Private Companies in Washington.
This recognition reflects the trust our clients place in us, the dedication of our team, and our shared commitment to helping business owners unlock the full potential of what they’ve built.
Growth, for us, is not simply about scale. It’s about deepening the resources, relationships, and expertise we provide to families navigating life’s biggest transitions. We’re proud to be part of a thriving business community here in the Pacific Northwest and grateful to be recognized among so many outstanding companies.
Parcion Private Wealth Named on Forbes | SHOOK Research Best-In-State Wealth Advisors List for 2025
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 2025.
Thank you to Forbes and SHOOK Research for this recognition, and congratulations to all the outstanding advisors honored this year. These awards are a reflection not just of individual excellence, but of the strength of our team and the trust placed in us by the families we serve.
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Parcion Private Wealth Recognized on Fastest Growing Private Companies in Washington State List for 2024
We are proud to announce that Parcion Private Wealth has been recognized as one of the Fastest Growing Private Companies in Washington State by Puget Sound Business Journal for 2024!
Unlocking the Value of Your Business Sale: The Role of an Investment Banker
Selling your business is a once-in-a-lifetime opportunity to transform years of hard work into a lasting legacy.