Optimize For What’s Next
Navigating a major wealth event and its benefits to instill a future that addresses the wants,
desires and responsibilities of your next chapter requires extensive planning and an eye for detail.
Parcion Private Wealth specializes in helping individuals and families through these types of life-changing
events from start to finish, focusing on optimizing your asset base both pre- and post-transition.
To help you determine what’s next, Parcion is offering a series of resources designed to benefit hard-working
and dynamic professionals. The first installment is available for download by selecting “Five Steps to Optimize Wealth Events”
and completing the registration form.
Parcion Private Wealth helps business owners, entrepreneurs, and their families optimize
wealth events and beyond through smart planning, strong advocacy, and prudent
investment management. Parcion does not disclose nonpublic personal information and
maintains physical, electronic, and procedural safeguards to protect your information
in compliance with federal and state regulations. For more information on our privacy
policy, please click here: Parcion Privacy Policy.
©2021 Parcion Private Wealth. All Rights Reserved
Disclaimer
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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