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.
53 Resources
We are thrilled to share that Kathleen Carbone, CFP®, Principal and Director of Advisory, is a 2024 Puget Sound Business Journal 40 Under 40 honoree! …
We are proud to announce that Principal and Director of Advisory Kathleen Carbone, CFP® has made the Forbes | SHOOK Research Top Women Wealth Advisors…
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 …
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…
We’re grateful to celebrate our four-year anniversary as a firm and acknowledge the milestones we’ve accomplished over the past year. We continue to b…
We’re honored to share that we have once again made the Forbes | SHOOK Research Top RIA Firms in America list, ranking #24 in the country and #1 in Wa…
We are truly honored to be recognized nationally as an Invest in Others 2023 Charitable Champion! At Parcion, we’re dedicated to giving back to the co…
We are proud to share that, once again, Parcion has made the Puget Sound Business Journal’s Corporate Citizenship Top Philanthropists list for 2023! W…
Once again, our CEO has been recognized by Forbes | SHOOK on the Best-In-State Wealth Advisors List! Through leadership, technical proficiency, and co…
A short note when we release a new whitepaper or podcast.
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