Last week, Kathleen Boyle, CFP®, Principal and Director of Advisory, partnered with Rogue Women's Fund to host a Year-End Financial Planning webinar covering key year-end and year-ahead considerations. Our team is committed to providing impactful resources to the families we serve and our community. Rogue Women's Fund invests in and supports female-led companies that reject the status quo to make the impossible possible. We are grateful for the opportunity to connect with such an inspiring group of founders, entrepreneurs, executives, and leaders. #ParcionPW #Parcion #WomenInLeadership #FemaleFounders #WomenEntrepreneurs
Parcion Private Wealth
Financial Services
Bellevue, Washington 1,252 followers
We are a multi-family office partnering with business owners to unlock the true potential of their wealth.
About us
Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion partners with families to unlock the true potential of their wealth. Parcion is committed to supporting them in taking care of the people they love for generations and helping them think bigger about what's next, keeping more of what they've built for themselves, their families, and the causes they care about. The Parcion team has years of experience assisting business owners through a sale or transition, advocating for the client's best interests. Parcion provides holistic wealth management solutions that encompass all aspects of each family's lives, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers entrepreneurs and business owners a single touchpoint for both their financial and non-financial lives, by streamlining and simplifying advice and solutions across its offerings, including investment management, wealth enhancement, wealth transfer, wealth protection, charitable giving, and lifestyle and family support services.
- Website
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http://parcionpw.com
External link for Parcion Private Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bellevue, Washington
- Type
- Privately Held
- Founded
- 2019
- Specialties
- Wealth Management, Financial Services, Financial Services , and Financial Planners
Locations
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Primary
11980 NE 24th St
Ste. 210
Bellevue, Washington 98005, US
Employees at Parcion Private Wealth
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Terry Cook, CFP®, CIMA®
Managing Principal at Parcion Private Wealth
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Shay Frederickson
Senior Client Service Specialist at Parcion Private Wealth
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Stacee Kratovil, CFP®
Senior Family Advisor at Parcion Private Wealth
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Matt Christopher, CFA®
Trader and Investment Specialist at Parcion Private Wealth
Updates
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We are honored to share that our Chief People + Culture Officer, Sarah Kaler, has joined the Big Brothers Big Sisters of Puget Sound’s Board of Directors! Every day, Sarah demonstrates selfless leadership, dedicated to creating a future that otherwise wouldn’t exist. We are thrilled for this opportunity to deepen our relationship with BBBSPS and work together to make a greater impact on the community at large. #ParcionPW #Parcion #Leadership #Community #Seattle #BIGGERTogether #BBBSPS
We’re excited to introduce Sarah Kaler as a new member of our Board of Directors! Sarah is the Chief People + Culture Officer at Parcion Private Wealth. She brings over 20 years of people-centric culture and talent development experience at companies such as lululemon, Google, Amazon, Facebook, PepsiCo, Intel, Cisco, Microsoft, and more. She is excited to lend her skills to supporting and developing Big Brothers Big Sisters’ people-first, data-backed approach to mentorship. Please join us in welcoming Sarah to Big Brothers Big Sisters of Puget Sound’s Board of Directors! #Seattle #leadership #BIGGERtogether
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Happy #GivingTuesday! In the spirit of giving and philanthropy, Parcion is hosting a food drive benefiting Food Lifeline this season! Community is so important to our firm and our families, so we are excited for this opportunity to support those in need. Food Lifeline’s mission is to feed people experiencing hunger today while working to end hunger for tomorrow. They source and distribute culturally relevant foods to more than 328 partner agencies (food banks, meal programs, shelters) to reach the more than 1.5 million people currently experiencing hunger in western Washington. To learn more about Food Lifeline or participate in our food drive, please visit our fundraising page: https://lnkd.in/gvBdBQGN #ParcionPW #Parcion #Philanthropy #Community #FoodLifeline #WealthManagement #GiveBack
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How can we help kids develop a healthy identity so a fear that money will “ruin” them isn’t true? As we enter the holiday season, questions and conversations around wealth and family dynamics tend to arise. At Parcion, we partner with business owners and their families to unlock the true potential of their wealth, supporting them in taking care of the people they love and thinking bigger about what's next. Our approach to thoughtful decision-making offers a roadmap for navigating the intricacies of family businesses, ensuring that family values and financial viability coexist harmoniously. At our annual Signature Event, we hosted Tobias Donath, former Head of the Fidelity Center for Family Engagement, and Michael McGrann, Vice-President Thought Leadership and Family Engagement, Fidelity Center for Family Engagement, for a session on Expanding the Generational Conversation. They discussed bridging the gap within family communication and the importance of using dialog to avoid hierarchal behavior. We are grateful for Fidelity Investments's Center for Family Engagement and their partnership in guiding families through changing their mindset around money and wealth conversations. If you’re interested in learning more about how we support families through these dynamics, download our Balancing Family Dynamics and Business Success: A Guide for Family Business Owners whitepaper: https://lnkd.in/gNye8MG7 #ParcionPW #Parcion #SignatureEvent #GenerationalConversations #FamilyEngagement #Partnership #WhatsNext #Resources
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Thank you Forbes and SHOOK Research for this recognition and the opportunity to share how we partner with business owners and their families! #ParcionPW #Parcion #BusinessOwners #BusinessTransistion #RIA #WealthManagement
Forbes-ranked RIA firm Parcion Private Wealth's Terry Cook, CFP®, CIMA® says "[w]e're known for helping business owners and their families unlock the true potential of their wealth, usually through a sale or transition." https://bit.ly/40j62zB #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #riafirm #ForbesTopAdvisor
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In a recent interview with OneAccord, Terry Cook, CFP®, CIMA® discussed how our team’s approach is unique to each family, focusing on their “What’s Next?”. At Parcion, we’re committed to helping business owners unlock the true potential of their wealth by providing the confidence, clarity, and resources necessary to achieve their goals. #ParcionPW #Parcion #BusinessOwners #WhatsNext #SellingABusiness #PNWBusiness #RIA #FamilyOffice #WealthManagement
Terry Cook, Founder of Parcion Private Wealth, challenges you to look for other opportunities instead of going straight towards selling your business. Watch the full interview here https://hubs.la/Q0277M750 View the website here https://hubs.la/Q0277K620 #sellingabusiness #wealthmanagement #PNWbusiness
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We're honored to announce that Parcion was named Best Investment Firm in 425 Business Magazine's inaugural "Best in Business" awards! At Parcion, relationships are the foundation of what we do, so we are incredibly grateful to receive this recognition voted on by our community. We are dedicated to the families we serve and our communities, supporting them in achieving their goals and making the greatest impact. Thank you, 425 Business, and all those who have partnered with us this year as we continue to be leaders for each other! Check out 425 Business Magazine's full Best in Business list: https://lnkd.in/dgb5cSpn Important disclosures about the award are found here: https://lnkd.in/giZQ4qZ4 #ParcionPW #Parcion #Community #BestinBusiness #Partnership #WealthManagement
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Please join us in welcoming Harley Shulevitz, CFA, CFP® to the Parcion family! We can't wait for your impact on the families we serve, the team, and our community. As a Senior Family Advisor, Harley builds strategic wealth management plans for multi-generational families. With a background in advanced planning, Harley creates bespoke financial solutions that align with the families' unique core values and goals. Harley is passionate about helping families unlock their wealth's potential with an expertise in advanced planning strategies. Harley brings experience in portfolio optimization, cash flow modeling, wealth transfer strategies, tax and risk mitigation analyses, lending solutions, and philanthropic planning. Harley graduated from Purdue University with a major in Financial Planning. His experience spans seven years at Charles Schwab, where he obtained his Certified Financial Planner Credential, became a CFA® Charterholder, and passed the FINRA Series 66 and Series 7 exams. Outside of work, Harley enjoys taking his Klee Kai for hikes throughout Seattle. #ParcionPW #Parcion #Welcome #NewHire #WealthManagement #RIA #SeniorFamilyAdvisor
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At our Signature Event this year, we hosted keynote speaker General Patrick Huston, Brigadier, U.S. Army (Retired), to discuss AI, cybersecurity, and crisis management. He shared the top three things that keep him up at night. https://lnkd.in/geTRHth7 #ParcionPW #Parcion #Cybersecuirty #AI #CrisisManagement
Cybersecurity - What Keeps Me Up at Night
https://www.youtube.com/
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We are pleased to share that Parcion made the Puget Sound Business Journal’s 100 Fastest-Growing Private Companies list in Washington State! https://lnkd.in/gPp8EFU7 We owe our growth to the trust and support of the families we serve, our dedicated team members, and our professional partners. We are thankful to our community as we continue to achieve milestones together and focus on what’s next! Important disclosures about the list are found here: https://lnkd.in/gF9ARNZW #ParcionPW #Parcion #Growth #RIA #Community #Partnership #WhatsNext
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