News & Insightss
Parcion Private Wealth Honored by PSBJ with 2025 Economic Opportunity Champion Award
We’re proud to be recognized as a top honoree at this year’s Puget Sound Business Journal Corporate Citizenship Awards. At Parcion, giving back isn’t just something we do, it’s part…
Terry Cook Listed in Barron’s Top 1,200 Financial Advisors For 2025
It’s an honor to be recognized by Barron’s Advisor as one of the nation’s Top Advisors. Congratulations to Terry Cook, CFP®, CIMA®, CEO and Managing Principal, and the entire team…
Parcion Private Wealth Ranked #18 on Forbes | SHOOK America’s Top RIA Firms List For 2025
We are honored to be named #18 on Forbes | SHOOK Research’s 2025 list of America’s Top RIA Firms. This recognition reflects the trust our clients place in us and…
Terry Cook Named One of Barron’s 2025 Top 100 Independent Advisors
We’re proud to share that Parcion Private Wealth Founder and CEO, Terry Cook, CFP®, CIMA®, has been named one of Barron’s Top 100 Independent Advisors for 2025. This recognition reflects…
Parcion Private Wealth Named PSBJ 100 Fastest Growing Private Companies in Washington State 2025
We’re honored to be named one of Puget Sound Business Journal‘s 100 Fastest-Growing Private Companies in Washington. This recognition reflects the trust our clients place in us, the dedication of…
Parcion Private Wealth Named on Forbes | SHOOK Research Best-In-State Wealth Advisors List for 2025
We are thrilled to share that Terry Cook, CFP®, CIMA®, CEO and Managing Principal, and Kathleen Carbone, CFP ®, Principal and Director of Advisory, have been recognized on the Forbes…