Our Services

Parcion Private Wealth delivers customized wealth advisory services, supported by the institutional experience and professional insights of our partners and team. We take a consultative approach to working with you to identify your current financial needs and longer-term objectives. Some of the services we provide to our clients, using our team as well as working with our external resource network, include:

  • Customized personal investment strategy
  • Asset titling and ownership
  • Wealth transfer strategies
  • Cash flow optimization / modeling
  • Tax minimization strategies
  • Insurance analysis
  • Personal risk management / asset protection
  • Next-Generation education / planning
  • Facilitation of family meetings
  • Lifestyle goals support
  • Succession planning
  • Optimization of transferable value
  • Risk management
  • Tax management analysis

Offered through third-party resources

  • Merger and acquisition advisory services
  • Private equity and debt financing
  • Corporate trustee services
  • Philanthropic plan development
  • Donor advised fund implementation
  • Private foundations
  • Charitable trusts
  • Impact investing

Liquidity Events

Parcion Private Wealth specializes in helping business owners through a life-changing liquidity event from start to finish, focusing on optimizing your personal balance sheet and estate, while identifying the right partners to complete the sale of your business.

For the entrepreneur heading toward the path of a sale, our approach pays special attention to the impact of taxation and setting up your family for the next stage of life. This perspective maximizes your asset base both pre- and post-transition.

Fidelity Family Office Services

Parcion has engaged Fidelity Family Office Services to provide custody of its clients’ assets, as well as brokerage and investment services, supported by reporting and administrative capabilities. By leveraging the resources and experience of the Fidelity organization, one of the world’s largest financial services companies, Parcion represents a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance and exceptional service.

Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services to Parcion Private Wealth through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

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.
e-review 0903917