A Strategic Approach to Philanthropy: Charitable Remainder Trusts
For business owners navigating significant liquidity events, such as the sale of a business, these transitions offer unique opportunities to expand their philanthropic vision while preserving financial stability.
Parcion Private Wealth Celebrates Fifth Anniversary
Parcion Private Wealth celebrates fifth anniversary with remarkable growth and industry recognition.
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.
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!
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!
Parcion Private Wealth CEO Terry Cook Listed on the 2024 Barron’s Top Independent Advisor List
We are proud to share that our CEO and Managing Principal, Terry Cook, CFP®, CIMA®, has been named to Barron’s 2024 Top 100 Independent Advisors list!
Parcion Private Wealth Recognized Nationally as Invest in Others 2024 Charitable Champion
We are honored to be recognized nationally as a 2024 Charitable Champion by Invest in Others for the second consecutive year.
Kathleen Carbone Ranked #5 on Forbes | SHOOK Research Top Next-Gen Wealth Advisors Best-in-State List for 2024
We are proud to announce Kathleen Carbone, CFP ®, Principal and Director of Advisory, has been recognized on the Forbes | SHOOK Research Top Next-Gen Wealth Advisors Best-in-State list for 2024, ranking #5 in Washington state!
Parcion Private Wealth Recognized on Financial Advisor’s 2024 America’s Top RIAs Ranking
We are thrilled to announce that Parcion Private Wealth has been recognized on Financial Advisor’s America’s Top RIA Firms list for 2024.