What an unforgettable night at the Bellevue Chamber's Annual Gala! We are honored to partner with the Bellevue Chamber and incredibly proud to have Tim Bond, our Director of Investment Operations and Portfolio Management, on the board. Community engagement is at the core of who we are, and this gala demonstrates the impact we can make together. At Parcion, we're committed to fostering strong relationships and driving positive change. Thank you, Bellevue Chamber, for an evening filled with inspiration, connection, and a shared vision for a brighter future. Photo credit: Bellevue Chamber / Twinkle Don't Blink #ParcionPW #Parcion #CommunityEngagement #BellevueChamber #Philanthropy
Parcion Private Wealth
Financial Services
Bellevue, Washington 1,490 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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Steven Matyas
Advanced Planning Associate at Parcion Private Wealth
Updates
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Selling a business is a once-in-a-lifetime event that must be handled correctly. Avoiding common mistakes is essential to maintain your company's value and simplify the process. A team of industry experts can provide the necessary support to navigate these complexities and position you and your family for success. No matter where you are in the process, managing a business sale requires careful planning before, during, and afterward. In every instance, Parcion helps families build the foundation to achieve their long-term goals, optimize their wealth event, and plan for what's next. Download our whitepaper to learn how to avoid common mistakes associated with business sales: https://lnkd.in/gtMWAc3b #ParcionPW #Parcion #BusinessOwners #Entreprenuers #BusinessSale #WhatsNext #OptimizeWealthEvents
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Parcion is proud to announce our sponsorship of The Mike Tice Foundation's upcoming Celebrity Golf Event! This incredible fundraiser supports the foundation's dedication to improving the lives of at-risk youth through education, athletics, and mentorship. Through partnerships with various charitable organizations, they are making an impact on the lives of our nation's youth. To learn more about The Mike Tice Foundation and the upcoming event, visit their website: https://lnkd.in/e5rxkjn #ParcionPW #Parcion #MikeTiceFoundation #GolfFundraiser #CommunitySupport #GivingBack #Philanthropy #Community
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At Parcion Private Wealth, we are dedicated to supporting and empowering female entrepreneurs. We partner with business owners and their families to unlock the true potential of their wealth, providing confidence, clarity, and resources to achieve their goals. Our Director of Advisory and Senior Family Advisor, Kathleen Carbone, CFP®, and Director of Marketing, Stacy Hemphill, had the privilege of attending the Puget Sound Business Journal's Women Who Lead Summit! This inspiring event was an opportunity to build relationships with industry professionals and leaders who are making a significant impact in our community. We are grateful to celebrate and champion the incredible women paving the way and thinking bigger about what's next! #ParcionPW #Parcion #WomenWhoLead #FemaleEntrepreneurs #ParcionPrivateWealth #Empowerment #Leadership #Community #PSBJ #BusinessOwners
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Parcion team members attended the Bellevue Chamber Eastside Leadership Initiative's Believe Event for an empowering evening engaging with local non-profits. This was an opportunity to learn from and connect with various organizations as part of our commitment to supporting our community. Thank you, Bellevue Chamber, for your partnership and leadership! Together, we can make a difference. #ParcionPW #Parcion #CommunityImpact #BellevueChamber #EastsideLeadership #Community #ELIBelieve #CommunityEmpowerment #NonProfitShowcase
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The Parcion team spent a rewarding afternoon at Food Lifeline sorting and packaging food to support their mission to end hunger in Western Washington. Through a network of 350 food banks, shelters, and meal programs, Food Lifeline provides over 282,000 meals every single day to 1.37 million people facing hunger. Philanthropy is a pillar to our team and the families we serve. We are proud to partner with local organizations and dedicate time to improving our community, working together to make a greater impact! To learn more about Food Lifeline, please visit their website: https://foodlifeline.org/ #ParcionPW #Parcion #Community #TeamVolunteering #SupportLocal #EndHunger #WealthManagement #GiveBack #Philanthropy
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We are thrilled to welcome Ava White as Parcion’s Office Coordinator! Welcome, Ava; we look forward to your contributions to the team and impact on those we serve! Ava White is the Officer Coordinator at Parcion. She has significant concierge-style front desk and office management experience. Prior to Parcion, she served at other premium client-centric organizations such as Pro Club, the Bellevue Club, and Studio B Portraits, providing luxury hospitality, operational support, and administrative coordination to clients and families in professional services and exclusive VIP memberships. Ava’s bachelor’s degree is in Humanities with a focus on Sociology, Psychology, and Strategic Communications, with a minor in Hospitality and Business Management. Her passion lies in delivering exceptional client experiences and ensuring operational efficiency. Ava is a health and exercise enthusiast, an avid reader and traveler, and enjoys spending time with her friends and family. #ParcionPW #Parcion #Welcome #NewHire #WealthManagement #RIA #Operations #WhatsNext #Concierge
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A new What's Next? Podcast Episode is live! Join Terry Cook, CFP®, CIMA® as he speaks with Natalie Pierce, a leading expert in AI and partner at Gunderson Dettmer. Discover how business owners and leaders can harness the power of AI to transform their operations, enhance efficiency, and stay competitive. Natalie shares insights on generative AI, the importance of prompt engineering, and best practices for AI adoption in the workplace. Tune in to Natalie and Terry's conversation on Parcion's original podcast, "What's Next? AI Implementation for Business Owners with Natalie Pierce". Listen now at www.parcionpw.com/podcasts or wherever you stream your podcasts. If you are interested in learning more about how Parcion can support you, please contact us at info@parcionpw.com or visit www.parcionpw.com. #ParcionPW #Parcion #WhatsNext #Podcast #BusinessOwners #AI #GenerativeAI #AIAdoption
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At Parcion, we believe in the power of community and the importance of inclusivity. We are committed to making a meaningful impact in the lives of those we serve, celebrating the diversity that makes us stronger, and advocating for equality. This #PrideMonth, we're proud to support The Trevor Project, an organization dedicated to ending suicide among LGBTQ+ youth and creating a world where all LGBTQ+ young people see a bright future for themselves. We invite you to visit their website to learn more and consider making a donation as well. You can be the difference in getting someone the help that they need. https://lnkd.in/gSG_Ckx #HappyPrideMonth2024, together we can create a brighter and more inclusive future! #ParcionPW #Parcion #PrideMonth #Equality #Advocacy #Support #Community #SupportLGBTQYouth #EqualityForAll #CommunityImpact
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We recently partnered with Abran Villegas, CEPA and Lazear ESOP | M&A Advisors to host a session on Employee Stock Ownership Plans (ESOPs) as a valuable business exit strategy. ESOPs not only help preserve your company legacy but also empower employees by transitioning ownership in a tax-efficient manner. Our CEO and managing principal, Terry Cook, CFP®, CIMA®, shared insights on our comprehensive approach and planning process that support a successful transition. Whether you are contemplating selling your business or just starting to think about your exit strategy, preparing and building a team of industry experts invested in your success is essential. At Parcion, we partner exclusively with business owners and their families up to, through, and post-liquidity event, supporting them in unlocking the true potential of their wealth and optimizing their what’s next. To learn more about ESOPs, you can tune into our recent podcast episode – How to Use ESOPs to Optimize Your Business (https://lnkd.in/gw7W5ZtF) – or download our whitepaper – How to Successfully Exit Your Business with an Employee Stock Ownership Plan (https://lnkd.in/g-wEJJ_S). If you would like to discuss how an ESOP might fit into your business strategy, please contact us at info@parcionpw.com or visit www.parcionpw.com. #ParcionPW #Parcion #FamilyBusiness #FamilyLegacy #WealthTransfer #WhatsNext #ESOP #EmployerStockOwnershipPlan #Entrepreneur #BusinessOwners