Featured Whitepaper
Whether it's the sale of a closely held business or inheritance, this event is sure to impact you and your loved ones' long-term financial goals. At Parcion Private Wealth, we are committed to helping optimize wealth events and beyond through smart planning, strong advocacy, and prudent investment management. We know t…
Eleven whitepapers, a podcast, and selected articles organized around the three stages of a wealth event.
138 Resources
Kathleen Carbone was listed on the Puget Sound Business Journal 40 Under 40 list, issued on 02/15/2024.…
FORBES | SHOOK TOP WOMEN WEALTH ADVISORS BEST-IN-STATE (2024)…
We are proud to announce that Principal and Director of Advisory Kathleen Carbone, CFP® has made the Forbes | SHOOK Research Top Women Wealth Advisors…
Join us for Barrett Jackson Experience on January 24, 2024. Register now to secure your spot.
We are thrilled to share that we have once again been listed in Seattle Business Magazine’s annual 100 Best Companies To Work For, ranking #21 in the …
Seattle business magazine | best companies to work for (2023)…
Many entrepreneurs looking to sell their companies focus most, if not all, of their attention on getting the best price and maximizing the sale value.…
At Parcion Private Wealth, we are committed to helping business owners and their families optimize the sale of their business – what we term a 'wealth…
We’re honored to announce that Parcion was named Best Investment Firm in 425 Business Magazine’s inaugural “Best in Business” awards! At Parcion, rela…
A short note when we release a new whitepaper or podcast.
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