Who We Serve
With a focus on first generation wealth creators, Parcion helps business owners with selling their company, gaining access to liquidity, optimizing transferable value, diversifying their concentration risk, and preparing for the next chapter of their lives.
We advocate for your personal wealth and lead the coordinated effort of your advisory team, including investment bankers, accountants and lawyers. We collaborate with these trusted professionals to optimize your priorities, especially when liquidity events are planned and executed.
As fiduciaries for our clients, we focus on your personal goals throughout the sale of a business — from cash flow optimization to tax mitigation, from estate planning to succession — with the singular objective of achieving your optimal financial world.
We work diligently to preserve and manage your wealth by helping you stay focused on driving purpose for yourself, your family, your business, and your broader community.
Parcion is an entrepreneurial practice aligned with our business owner clients. Facing similar challenges and energized by the same mindset, we are an independent venture committed to solving our clients’ unmet needs through innovation and service.
Case Studies
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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