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.

Parcion is proud to announce that we have been voted Best Financial Adviser in 425 Magazine’s Best of 425 awards!

Parcion is honored to be recognized once again on the Puget Sound Business Journal’s list of Top Corporate Philanthropists for 2024.

We are thrilled to share that Terry Cook, CFP®, CIMA®, CEO and Managing Principal, and Kathleen Carbone, CFP ®, Principal and Director of Advisory, have been recognized on the Forbes | SHOOK Research Best-In-State Wealth Advisors list for 2024, ranking in the top 15 private wealth advisors in Washington state!

Our CEO and Managing principal, Terry Cook, CFP®, CIMA®, has once again been listed on the distinguished Forbes | SHOOK Research America’s Top Wealth Advisors list!

We are proud to announce that our CEO and Managing Principal, Terry Cook, CFP®, CIMA®, has been recognized on Barron’s Top Washington Advisor List for the tenth year, what an honor!

Our CEO and Managing Principal Terry Cook, CFP®, CIMA®, was named a 2024 Five Star Investment Professional by Five Star Professional for the fourth year in a row!