We are thrilled to have completed another remarkable annual Parcion Team Retreat! This dedicated time with our team is invaluable, allowing us to elevate our leadership, envision the firm’s future, and hone our skills to better serve our families. Together, we continue striving to be the best in the business. #ParcionPW #Parcion #TeamRetreat #Leadership #FutureGrowth
Parcion Private Wealth
Financial Services
Bellevue, Washington 1,508 followers
We are a multi-family office partnering with business owners to unlock the true potential of their wealth.
About us
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.
- Website
-
http://parcionpw.com
External link for Parcion Private Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bellevue, Washington
- Type
- Privately Held
- Founded
- 2019
- Specialties
- Wealth Management, Financial Services, Financial Services , and Financial Planners
Locations
-
Primary
11980 NE 24th St
Ste. 210
Bellevue, Washington 98005, US
Employees at Parcion Private Wealth
-
Terry Cook, CFP®, CIMA®
Managing Principal at Parcion Private Wealth
-
Shay Frederickson
Senior Client Service Specialist at Parcion Private Wealth
-
Stacee Kratovil, CFP®
Senior Family Advisor at Parcion Private Wealth
-
Steven Matyas
Advanced Planning Associate at Parcion Private Wealth
Updates
-
Happy Women's Equality Day! Today and every day, we acknowledge the contributions of incredible women globally and celebrate those who make a difference in our firm, our community, and the families we serve. Their leadership and dedication are integral to our continued success and the legacy we build together. At Parcion, we are committed to fostering a culture of inclusivity and empowerment, ensuring that every voice is supported and every contribution valued. We are grateful to all the women who inspire us to strive for excellence and pave the way for future generations. #ParcionPW #Parcion #WomensEqualityDay #WomenInLeadership #Empowerment #Legacy
-
-
We are honored to be recognized nationally as a 2024 Charitable Champion by Invest in Others Charitable Foundation 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. https://lnkd.in/gXzp-xBN Important disclosures about the award are found here: https://lnkd.in/gPjbPpDZ #ParcionPW #Parcion #InvestinOthers #Community #Philanthropy #CharitableChampions #CommunityImpact #WealthManagement #Entrepreneurs
Today, Invest in Others Charitable Foundation announces the 10 financial advisory firms from across the country that are included on our 2024 Charitable Champions List. This annual recognition calls attention to their outstanding efforts in actively promoting a culture of philanthropy among their advisors and employees. The 2024 Charitable Champions are: · Cain Watters & Associates, Frisco, TX · Cassaday & Company, Inc., McLean, VA · Creative Planning, Overland Park, KS · DSF Wealth Management Group LLC, Bridgeville, PA · Hammond Iles Wealth Advisors, Wethersfield, CT · IronBridge Wealth Counsel, LLC, Austin, TX · North Star Resource Group, Minneapolis, MN · Parcion Private Wealth, Bellevue, WA · Pickler Wealth Advisors, Collierville, TN · Savage and Associates, Maumee, OH We are proud to amplify and celebrate the charitable work of these financial services organizations. Read more about them via the link below. https://bit.ly/4cn0311
-
Parcion participated as Platinum Sponsor for Association for Corporate Growth - ACG Seattle Chapter’s Northwest Middle Market Growth Conference, which brings together business leaders from across the country for a day of networking, learning, and inspiration. Terry Cook, CFP®, CIMA®, CEO and Managing Principal, gave welcoming remarks, sharing how every transaction represents the realization of a dream for that business owner and their family. Through our experience of working exclusively with middle-market, family-owned business owners, entrepreneurs, and their families, we have seen this firsthand. We partner with them to unlock the true potential of their wealth, supporting them to discover their goals, follow their passions, and keep more of what they’ve built for themselves, their families, and the causes they care about. Kathleen Carbone, CFP®, Principal and Director of Advisory, moderated a panel discussion on the importance of a diverse board for family and private businesses. At Parcion, we understand that a well-structured team can be the key to the success of these companies. We strive to partner with experienced professionals to provide the best resources to our families. Thank you, ACG, for hosting us and organizing a great series of events! We are grateful for the opportunity to strengthen our connections within the dealmaking community and give back to the ecosystem that has had such an impact on the families we serve. #ParcionPW #Parcion #Partnership #BusinessOwners #MiddleMarket #Dealmakers #CommunityInvolvement #MergersAndAquisitions
-
-
We are grateful to gather for our annual Parcion Family BBQ to enjoy a wonderful evening celebrating with our team and their families. We are deeply appreciative of our incredible team and the supportive community we share! #Parcion #ParcionPW #TeamParcion #RIA #Goals #Community #Family
-
-
It was a pleasure to host such an engaging group of student-athletes! We love energizing the next generation of professionals, eager to learn and build the future. Thank you, University of Oregon Athletic Department, for the partnership and opportunity to share our passion for providing the best service to our families. #Parcion #ParcionPW #WealthManagement #RIA #Community #UniversityofOregon #NextGen
In a collaboration between the Duck Athletic Fund and the University of Oregon Athletic Department, 9 University of Oregon Student-Athletes were given the opportunity to travel to Seattle, WA in June 2024 for a week of networking and professional development opportunities. These dedicated student-athletes were given a chance to participate in site visits, Q&A's and networking mixers with the following companies: Microsoft, Parcion Private Wealth, Seattle Seahawks, Seattle Mariners and Brooks Running! Thank you to our amazing host partners and all of the University of Oregon alumni for rolling out the red carpet in the Emerald City! University of Oregon Alumni Association
-
We are proud to announce Kathleen Carbone, CFP®, Principal and Director of Advisory, has been recognized on the Forbes | SHOOK Research Top Next-Gen Wealth Advisors Best-in-State List for 2024, ranking #5 in Washington state! This prestigious list spotlights the nation's next generation of advisors, who represent the future of the industry as they set standards and help raise the bar. Kathleen is passionate about supporting business owners, specifically female entrepreneurs, and their families through every transition, simplifying their lives and providing the confidence and clarity to think bigger about what's next. This honor highlights her dedication to building deep relationships across generations and delivering best-in-class service to our families. Congratulations, Kathleen! Thank you for showing up as a leader and role model each day. Important disclosures about the award are found here: https://lnkd.in/g8VTZmUG #Parcion #ParcionPW #WealthManagement #RIA #NextGen #ForbesNextGen #FinancialAdvisor #ForbesTopAdvisor #SHOOKResearch #ForbesSHOOKBestinState #Forbes #ForbesSHOOKTopAdvisor
Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors Ranking - NOW LIVE! https://bit.ly/3ONNcfM #ForbesSHOOKNextGen #forbes #SHOOKReearch #NextGen #financialadvisor #investmentadvisor #ForbesNextGen #ForbesSHOOKTopAdvisor
-
Parcion is committed to philanthropy and giving back to our community. It is an honor to partner with the Mike Tice Foundation in their mission to provide charity, hope, and love to many great youth-focused organizations. Congratulations on raising over $308,000 at the recent Mike Tice Foundation Celebrity Golf Event. What an amazing accomplishment and impact on the community! We look forward to providing resources and building a brighter future together. To learn more about The Mike Tice Foundation, visit their website: https://lnkd.in/e5rxkjn #ParcionPW #Parcion #MikeTiceFoundation #GolfFundraiser #CommunitySupport #GivingBack #Philanthropy #Community
-
-
Kathleen Carbone, CFP®, Principal and Director of Advisory, recently hosted a mid-year economic update in collaboration with Rogue Women's Fund. We are proud to partner with Rogue in their dedication to empowering female founders and entrepreneurs with the insights and resources they need to thrive. At Parcion, we work exclusively with business owners and their families to preserve their legacy and think bigger about what's next. Kathleen's commitment to supporting women in business is inspiring, and we're honored to support this community of professionals and leaders. #ParcionPW #Parcion #WomenInLeadership #FemaleFounders #WomenEntrepreneurs #BusinessOwners
-
-
What an unforgettable night at the Bellevue Chamber's Annual Gala! We are honored to partner with the Bellevue Chamber and incredibly proud to have Tim Bond, our Director of Investment Operations and Portfolio Management, on the board. Community engagement is at the core of who we are, and this gala demonstrates the impact we can make together. At Parcion, we're committed to fostering strong relationships and driving positive change. Thank you, Bellevue Chamber, for an evening filled with inspiration, connection, and a shared vision for a brighter future. Photo credit: Bellevue Chamber / Twinkle Don't Blink #ParcionPW #Parcion #CommunityEngagement #BellevueChamber #Philanthropy
-