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

At Parcion Private Wealth, philanthropy is more than just a value—it’s a core pillar of who we are and how we serve. We are deeply committed to giving back and supporting the entrepreneurs, innovators, and communities that inspire us daily.

We strive to empower our families to unlock the true potential of their wealth by making a meaningful impact on the world around them. Our work reflects our belief that true wealth extends beyond financial success, encompassing the positive change we can make together.

Thank you to Invest in Others for this recognition and for highlighting the vital role of philanthropy in our industry. We are excited to continue this journey, fostering a culture of giving that makes a lasting difference.

Parcion Private Wealth was recognized as one of ten firms as a 2024 Charitable Champion by Invest in Others Charitable Foundation for philanthropic efforts from 01/01/2023 through 12/31/2023. The Invest in Others Charitable Champions List recognizes advisory firms for their exemplary efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. Invest in Others does not receive compensation in exchange for its Charitable Foundation awards. Applications were reviewed blindly by a panel of financial advisors and evaluated on criteria that included leadership and culture, events and activities, incentives, contributions, and impact. The Invest in Others 501(c)(3) Charitable Foundation is supported by the financial services industry to amplify the charitable work of financial advisors, employees, and their firms. Invest in Others is a catalyst to channel philanthropy and volunteerism to where it is needed most. For more information, visit investinothers.org. Parcion Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third-party award.