Company profile
Parcion Private Wealth
We are a multi-family office partnering with business owners to unlock the true potential of their wealth.
- Industry
- Financial Services
- Employees
- 34
- Headquarters
- Bellevue, Washington
- Founded
- 2019
- LinkedIn followers
- 2,547
- Office locations
- 1
Parcion Private Wealth company summary
Parcion Private Wealth is a company in the Financial Services industry, headquartered in Bellevue, Washington, founded in 2019. On LinkedIn the company has around 34 employees and 2,547 followers. Its listed specialties include Wealth Management, Financial Services, Financial Services, Financial Planners.
What technology does Parcion Private Wealth use?
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About Parcion Private Wealth
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.
Specialties
Where is Parcion Private Wealth located?
Parcion Private Wealth lists 1 location.
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Frequently asked questions about Parcion Private Wealth
What does Parcion Private Wealth do?
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.
How many employees does Parcion Private Wealth have?
Parcion Private Wealth has around 34 employees on LinkedIn.
Where is Parcion Private Wealth headquartered?
Parcion Private Wealth is headquartered in Bellevue, Washington.
When was Parcion Private Wealth founded?
Parcion Private Wealth was founded in 2019.
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