We’re honored to share that Parcion has been listed in Seattle Business magazine‘s annual Top 100 Best Companies To Work For, ranking #23 in the small business category!
We’re excited to share that we have been named top financial advisor for 2022 by Bellevue Lifestyle Magazine! With community at the center of all we do, it is such an honor to receive an award voted on by our own community!
Parcion Private Wealth Celebrates Third Anniversary with Impressive Growth and Prestigious Honor
Chief Executive Officer Terry Cook, CFP®, CIMA® has been recognized as one of the top-ranked wealth advisors in Washington. This is Cook’s fifth year being recognized on Forbes’ 2022 Best-In-State Wealth Advisors list.
Parcion Private Wealth Celebrates Second Anniversary Surpassing $2 billion in Assets Under Management
Parcion Private Wealth celebrates second anniversary surpassing $2 billion in assets under management.
Parcion Private Wealth, a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, recently welcomed Brendan Sullivan to the team as chief operating officer.
Parcion Private Wealth, a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, recently welcomed Sarah Kaler as Chief People & Culture Officer