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 whats next, keeping more of what theyve 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 clients best interests. Parcion provides holistic wealth management solutions that encompass all aspects of each familys lives, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers...