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 owe this recognition to each member of the Parcion team for their dedication to serving our families with integrity, professionalism, and personalized attention every day. It is an honor to be acknowledged among the top wealth advisors in the nation, and we are incredibly grateful for the trust and confidence our clients place in us.

Terry Cook was ranked #67 on the Forbes America’s Top Wealth Advisors list, issued on 4/3/2024 by SHOOK Research. Data provided by SHOOK® Research, LLC as of 6/30/23. Forbes America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Parcion Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third-party rating.