BELLEVUE, Wash.--(BUSINESS WIRE)--Parcion Private Wealth, an independent multi-family office based in Bellevue, WA, proudly marks its fifth anniversary. Since its founding in 2019, the firm has grown its assets under management (AUM) to over $2.41 billion, highlighting its dedication to optimizing wealth events for entrepreneurs, business owners and their families. Parcion’s fifth anniversary comes directly on the heels of a recognition by Forbes, which ranked Parcion as the #22 “Top RIA” in the country. This acknowledgement, which assessed thousands of wealth managers across the country, is a testament to the client-first values that have fueled Parcion’s industry-leading growth over the last five years.
“Our growth over the past five years reflects our commitment to business owners and their families and helping them unlock the true potential of their wealth. We’ve built a team of technically proficient professionals who are passionate about simplifying the lives of the families we serve,” said Terry Cook, CFP®, CIMA®, chief executive officer and managing principal at Parcion Private Wealth. “We take great pride in the firm we’ve built and the positive impact we've made on optimizing wealth events and helping business owners keep more of what they’ve built for their heirs and the causes they care about.”
Throughout its five-year history, Parcion has expanded its team with experienced professionals and broadened its service offerings. The firm’s holistic approach—spanning wealth transfer strategies, cash flow optimization, investment management, and family and lifestyle support—has positioned it as a leader in the wealth management industry.
Parcion has been recognized nationally with a place on Forbes’ list of America’s Top RIA Firms. “The industry recognition demonstrates the incredible work our team provides and the amazing families we are privileged to support,” Cook added.
As Parcion celebrates this milestone, the firm looks forward to further growth and innovation, ensuring it remains a premier wealth management firm, and a nationally recognized multi-family office for middle market business owners and entrepreneurs pre- and post-life-changing liquidity events.
To learn more about Parcion Private Wealth and its services, visit parcionpw.com.
About Parcion Private Wealth
AUM as of October 14, 2024. Forbes methodology found here.
Parcion Private Wealth is an independent, nationally recognized multi-family office working with middle market business owners and their families pre- and post-life-changing liquidity events, creating life simplification and clarity around what’s next. Headquartered in Bellevue, WA, Parcion partners with business owners to unlock the true potential of their wealth, helping them keep more of what they’ve built for themselves, their families, and the causes they care about.
