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 Cook, CFP®, CIMA® was ranked #67 on the Forbes America’s Top Wealth Advisors list, issued on April 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.

Terry Cook, CFP®, CIMA® was ranked #2 in Washington State on the Forbes Best In State Wealth Advisors List, issued on April 8, 2025 by Forbes | SHOOK Research. Data provided by SHOOK Research, LLC, as of June 30, 2024. The Forbes Best In State Wealth Advisors ranking was developed by SHOOK Research and is based on in person, virtual, and telephone due diligence meetings to evaluate 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. 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.

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

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