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
We are proud to announce Kathleen Carbone, CFP ®, Principal and Director of Advisory, has been recognized on the Forbes | SHOOK Research Top Next-Gen …
We are thrilled to announce that Parcion Private Wealth has been recognized on Financial Advisor’s America’s Top RIA Firms list for 2024. This acknowl…
FINANCIAL ADVISOR AMERICA'S TOP RIAS RANKING (2024)…
A business sale is generally the single biggest financial event of a business owner's life, and most get only one opportunity to get it right. While t…
Parcion is proud to announce that we have been voted Best Financial Adviser in 425 Magazine’s Best of 425 awards! This recognition, voted on by our co…
425 MAGAZINE BEST FINANCIAL ADVISER (2024)…
PBSJ TOP PHILANTHROPISTS FOR WASHINGTON SMALL BUSINESSES (2024)…
Parcion is honored to be recognized once again on the Puget Sound Business Journal’s list of Top Corporate Philanthropists for 2024. Achieving this di…
We are thrilled to share that Terry Cook, CFP®, CIMA®, CEO and Managing Principal, and Kathleen Carbone, CFP ®, Principal and Director of Advisory, ha…
A short note when we release a new whitepaper or podcast.
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