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Parcion Private Wealth

Wealth management and family office services for business owners and their families in the Pacific Northwest

Bellevue, United StatesFounded 2019parcionpw.comWebsite technologies

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Highlights

  • New on EvolcAdded 2026-11-11

About Parcion Private Wealth

Parcion Private Wealth is a virtual family office that provides wealth management and planning for high net worth families in the Pacific Northwest. Its concierge planning extends beyond portfolio management and covers the financial side of liquidity events.

Its customers are wealth creators, business owners and their families, often first-generation wealth creators. The firm describes itself as a fully independent advisory firm with a boutique family-office approach. Clients can also access a private network with exclusive investment opportunities, philanthropic initiatives and client events.

Parcion was founded in 2019 and is headquartered in Bellevue, Washington. Terry Cook, CFP and CIMA, is listed as its founder. The firm reports 2025 recognition from the Puget Sound Business Journal and from Forbes and Shook Research. Open roles listed on its careers page in Bellevue include Senior Family Advisor and Financial Advisor.

Product: Concierge family office planning and portfolio management for business owners and wealth creators, including liquidity event planning.

Jobs at Parcion Private Wealth

No open positions listed right now.

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Website technologies

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Recruiting

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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.