Terry Cook, CFP®, CIMA®

Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart planning, strong advocacy, and prudent investment management. With nearly 30 years of experience, Terry has designed Parcion Private Wealth as the next step in helping clients preserve the legacy they’ve built to support their families and communities.

Prior to founding Parcion, Terry was a managing director and founder of the Cascade Group of UBS Private Wealth Management. Throughout his career, Terry has focused on providing advanced planning around cash flow modeling, wealth transfer goals, customized investment policies, and guidance through major liquidity events.

Terry is a nationally recognized advisor, consistently named to Forbes America’s Top Wealth Advisors and Forbes Best-In-State lists since their inception in 2016, ranking #1 in Washington State for several years. He has also been featured on Top Advisors lists by Barron’s and the Financial Times.

In addition to his professional achievements, Terry is deeply committed to community work. He serves on the national board for the Institute for Functional Medicine and is a board member and past board chair for Big Brothers Big Sisters of Puget Sound and the Ducks Unlimited Seattle Chapter. He also supports Seattle Children Hospital, Hopelink, and lectures regularly for the Lundquist College of Business at the University of Oregon.

A father of four, Terry and his wife live in Yarrow Point, Washington. He is committed to fitness and nutrition and enjoys golfing as well as most outdoor pursuits.

Terry also hosts Parcion’s What’s Next? podcast.

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