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Parcion Private Wealth Celebrates Third Anniversary with Impressive Growth and Prestigious Honor

Parcion Private Wealth Welcomes Tim Bond as Director of Investment Operations and Portfolio Management and Stacee Kratovil as Senior Family Advisor

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, 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

Parcion Private Wealth is pleased to announce that Managing Principal Terry Cook, CFP®, CIMA® has been recognized as one of the top-ranked advisors in the country.

Parcion launches original podcast for business owners and entrepreneurs exploring what’s next. The What’s Next podcast breaks down the complexities of navigating wealth events.