Kathleen Carbone Honored on Puget Sound Business Journal 40 Under 40 List for 2024
We are thrilled to share that Kathleen Carbone, CFP®, Principal and Director of Advisory, is a 2024 Puget Sound Business Journal 40 Under 40 honoree!
Kathleen Carbone Ranked #4 in the Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State for 2024
We are proud to announce that Principal and Director of Advisory Kathleen Carbone, CFP® has made the Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State list, ranking #4 in Washington state! We are honored for this recognition of Kathleen’s dedication to providing legendary service to the families we serve.
Parcion Private Wealth Listed Top 100 Best Companies To Work For by Seattle Business Magazine 2023
We are thrilled to share that we have once again been listed in Seattle Business Magazine’s annual 100 Best Companies To Work For, ranking #21 in the small business category!
Parcion Private Wealth Named Best Investment Firm by 425 Business Magazine
We’re honored to announce that Parcion was named Best Investment Firm in 425 Business Magazine’s inaugural “Best in Business” awards!
Parcion Private Wealth Celebrates Fourth Anniversary
We’re grateful to celebrate our four-year anniversary as a firm and acknowledge the milestones we’ve accomplished over the past year.
Parcion Private Wealth Ranked #24 on the Forbes | SHOOK Research Top RIA Firms in America 2023
We’re honored to share that we have once again made the Forbes | SHOOK Research Top RIA Firms in America list, ranking #24 in the country and #1 in Washington state!
Parcion Private Wealth Recognized Nationally as Invest in Others 2023 Charitable Champion
We are truly honored to be recognized nationally as an Invest in Others 2023 Charitable Champion!
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 Advisor Named on Forbes | SHOOK Research 2023 Best-In-State Wealth Advisors List
Once again, our CEO has been recognized by Forbes | SHOOK on the Best-In-State Wealth Advisors List!