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!

Terry and the entire Parcion team are dedicated to partnering with business owners and their families to unlock the true potential of their wealth. They provide confidence and clarity to optimize their goals, simplify their life, and think bigger about what’s next.

Thank you, Terry, for your leadership and commitment to creating the greatest impact!

Parcion Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third-party rating. This award was issued on 01/01/2024 by Five Star Professional for the time period 05/15/2023 through 11/30/2023. This rating is not related to the quality of the investment advice and based solely on Five Star Professional’s criteria. 3,339 Seattle-area wealth managers were considered for the award; 260 (8% of candidates) were named 2024 Five Star Wealth Managers.