Awards & Recognitions

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!

We are proud to share that Principal and Director of Advisory Kathleen Carbone, CFP® has been recognized on the 2025 Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State list!

We’re honored to announce that Parcion Private Wealth has once again been named one of Seattle Business Magazine’s Top 100 Best Companies to Work For!

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!

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!

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!

We are honored to be recognized nationally as a 2024 Charitable Champion by Invest in Others for the second consecutive year.

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!

We are thrilled to announce that Parcion Private Wealth has been recognized on Financial Advisor’s America’s Top RIA Firms list for 2024.