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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.
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.
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Parcion Private Wealth LLC (“Parcion”) is an SEC registered investment adviser located in Bellevue, Washington. The publication of Parcion’s web site on the Internet should not be construed by any consumer or prospective client as Parcion’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. The information on this Internet site should not be construed as personalized individual advice.
A copy of Parcion’s current written disclosure statement as set forth on Form ADV, discussing Parcion’s business operations, services, and fees is available upon written request. does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
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