About Us

Parcion Private Wealth is an independent wealth management firm, working with successful business owners, entrepreneurs and their families who have experienced life-changing liquidity events or are planning for such opportunities.

With a distinctive family-office approach to personalized service, Parcion provides advanced planning and holistic wealth management, delivering thoughtful solutions beyond prudent portfolio management.

The Parcion team has the knowledge and experience to help you uncover opportunities in the areas of investment management, tax mitigation, cash flow optimization, wealth transfer, asset protection, and charitable giving.

Our goal is to help you optimize your wealth, in alignment with your values, in order to accomplish what is most important to you.

We offer comprehensive advice that encompasses all aspects of your financial life to help simplify decision making in pursuit of your financial and investment goals –ultimately, having a positive, lasting impact on your family, your legacy, your community, and the world at large.

Free from corporate ownership, we can offer true transparency and objective advice. Our independence improves our ability to customize our solutions, to provide access to a broader range of resources and partners, and to deliver more comprehensive reporting, all backed by the right technology to fully serve our clients.

OUR VALUES

We believe in building lasting relationships by taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our approach is to support the aspirations you have for yourself, your business interests, your family, as well as your legacy.

We support your commitment to drive purpose for your family and community through the values that drive our own firm:

IMPACT

We aim to affect change that is measurable and memorable in your life – which is why we serve only a select group of clients – allowing us to truly focus on you.

TEAMWORK

We draw on the collaborative power of our talented and experienced team to solve problems, uncover opportunities, and deliver excellent service to you. We work seamlessly with your other advisors and leverage resources within our extensive family office network.

DEDICATION

We are tirelessly committed to our clients and our mission. We abide by the fiduciary standard in putting our clients’ interests ahead of all others.

INTEGRITY

We believe in treating people fairly, and we stand unified in doing the right thing.

Our Community

Parcion Private Wealth is proud to actively support numerous philanthropic causes and organizations in our community, both financially and through the active participation of our team members.

We are committed to donating a portion of our annual profits to local charities.

Clients

Why did Parcion Private Wealth decide to become a Registered Investment Advisor ("RIA")?

Having worked with affluent families and business owners for more than 26 years, Terry Cook created Parcion Private Wealth as the next step in an evolutionary process of delivering family office style services to entrepreneurs, especially first-generation wealth creators. With his partners Kyle Caouette and Jennifer Nagai, Terry launched the firm as an independent investment advisor, free from the constraints of corporate ownership.

As an RIA, Parcion has a fiduciary duty to our clients, meaning we have an obligation to provide suitable investment advice and always act in our clients' best interests. This commitment aligns with our values as advisors and business owners.

What capabilities and experience does Parcion have to serve my financial needs?

The Parcion founding partners have over 40 years of holistic wealth management experience, serving the needs of successful business owners and families. Our capabilities include advanced financial planning, prudent portfolio management, and personalized service, all delivered through a family-office approach. Our clients turn to us for help with investment management, tax mitigation, cash flow optimization, wealth transfer, asset protection, and charitable giving.

How will the launch of Parcion affect me directly?

In addition to providing access to some new investment options that we would be happy to review with you, we are now compelled to adhere to a fiduciary standard of care for all our clients. Over time, we believe you will notice the positive changes as a result of our increased capabilities. With Parcion as your investment advisor, Fidelity Investments will be the custodian of your accounts. You can rest easy knowing that we are the exact same people you have come to know and trust.

How will this impact my investments? My financial plan?

Your investments and financial plans will be looked after by the same people who have cared for them for years. What’s more, we will now have access to a broader array of investment choices.

Can I expect the same level of communication from you going forward?

Yes! We’ll be communicating with you proactively, as we always have. We will reach out to you with updates and other information as we continue to further evolve our wealth management products and services.

How do I know my assets will be safe?

Fidelity Investments has 70 years of financial management experience and a reputation for integrity. Fidelity protects customer assets held in custody through our relationship with National Financial Services LLC (NFS), a Fidelity Investments company. NFS has been a well-established clearing firm in the United States for more than 30 years. NFS offers a comprehensive clearing platform, trading capabilities, and business process and operations consulting to broker-dealer firms, banks, and insurance companies.

Fidelity Investments is an independent company, unaffiliated with Parcion Private Wealth. Fidelity Investments is a service provider to Parcion Private Wealth. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Parcion Private Wealth and does not guarantee, or assume any responsibility for its content.

Fidelity Investments is a registered trademark of FMR LLC.

Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National

Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 
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