Parcion Private Wealth Ranked #6 Top Philanthropists for Washington Small Businesses for 2023
We are proud to share that, once again, Parcion has made the Puget Sound Business Journal’s Corporate Citizenship Top Philanthropists list for 2023!
Parcion Private Wealth Named on Forbes | SHOOK Research 2023 Best-In-State Wealth Advisors List
Once again, we’ve been recognized by Forbes | SHOOK on the Best-In-State Wealth Advisors List!
Parcion Private Wealth CEO Terry Cook Listed in the Forbes | SHOOK Research Top Wealth Advisors in America for 2023
We are honored to announce that our CEO + Managing Principal Terry Cook, CFP®, CIMA® has once again made the Forbes | SHOOK Research Top 250 Wealth Advisors in America!
Parcion Private Wealth CEO Terry Cook Listed on the Barron’s Top Advisor List
We are excited to share that our CEO, Terry Cook, CFP®, CIMA®, has once again been named to the prestigious Barron’s Top Advisor List, recognizing the top 1,200 Financial Advisors in America!
Parcion Private Wealth Listed Top 100 Best Companies To Work For by Seattle Business Magazine
We’re honored to share that Parcion has been listed in Seattle Business Magazine’s annual 100 Best Companies To Work For, ranking #23 in the small business category!
Parcion Private Wealth Named Best Financial Advisor for 2022 by Bellevue Lifestyle Magazine
We’re excited to share that Parcion has been named Best 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
Parcion Private Wealth celebrates third anniversary with impressive growth and prestigious honor.
Parcion Private Wealth Ranked #40 in the Forbes | SHOOK Research Top RIA Firms in America
We’re thrilled to share we’ve made the inaugural Forbes | SHOOK Research Top RIA Firms in America! We are also proud to be the top-ranked RIA in Washington state for 2022!
Parcion Private Wealth Welcomes Tim Bond and Stacee Kratovil
Parcion Private Wealth welcomes Tim Bond as Director of Investment Operations and Portfolio Management and Stacee Kratovil as Senior Family Advisor.