Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion partners with families to unlock the true potential of their wealth. Parcion is committed to supporting them in taking care of the people they love for generations and helping them think bigger about what's next, keeping more of what they've built for themselves, their families, and the causes they care about.
The Parcion team has years of experience assisting business owners through a sale or transition, advocating for the client's best interests. Parcion provides holistic wealth management solutions that encompass all aspects of each family's lives, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers entrepreneurs and business owners a single touchpoint for both their financial and non-financial lives, by streamlining and simplifying advice and solutions across its offerings, including investment management, wealth enhancement, wealth transfer, wealth protection, charitable giving, and lifestyle and family support services.
Company Details
- Employees
- 27
- Founded
- -
- Address
- 11980 Ne 24th St,
- Phone
- +1-425-278-9555
- in****@****npw.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- parcionpw.com
- HQ
- Bellevue, Washington
Parcion Private Wealth Questions
Parcion Private Wealth's helpline number is +1-425-278-9555
Parcion Private Wealth's website is parcionpw.com
Parcion Private Wealth's LinkedIn profile is https://www.linkedin.com/company/parcionprivatewealth
Parcion Private Wealth has
27 employees.
View email and phone details for 27
employees at Parcion Private Wealth.
Parcion Private Wealth's industry is
Financial Services
Parcion Private Wealth's top competitors are
Freestone Capital Management,
Russell Investments,
Merriman Wealth Management, Llc,
Corient,
Empirical Wealth Management,
Brighton Jones,
Coldstream,
Pathstone,
Badgley Phelps Wealth Managers,
Avier Wealth Advisors.
Parcion Private Wealth's support email address is info@parcionpw.com
Parcion Private Wealth's categories are Financial Services
Parcion Private Wealth's founding year is 2019
