Parcion Private Wealth

We are thrilled to have completed another remarkable annual Parcion Team Retreat! This dedicated time with our team is invaluable, allowing us to elevate our leadership, envision the firm’s future, and hone our skills to better serve our families. Together, we continue striving to be the best in the business. #ParcionPW #Parcion #TeamRetreat #Leadership #FutureGrowth 

Happy Women's Equality Day! Today and every day, we acknowledge the contributions of incredible women globally and celebrate those who make a difference in our firm, our community, and the families we serve. Their leadership and dedication are integral to our continued success and the legacy we build together. At Parcion, we are committed to fostering a culture of inclusivity and empowerment, ensuring that every voice is supported and every contribution valued. We are grateful to all the women who inspire us to strive for excellence and pave the way for future generations. #ParcionPW #Parcion #WomensEqualityDay #WomenInLeadership #Empowerment #Legacy

We are honored to be recognized nationally as a 2024 Charitable Champion by Invest in Others Charitable Foundation for the second consecutive year. At Parcion Private Wealth, philanthropy is more than just a value—it’s a core pillar of who we are and how we serve. We are deeply committed to giving back and supporting the entrepreneurs, innovators, and communities that inspire us daily. We strive to empower our families to unlock the true potential of their wealth by making a meaningful impact on the world around them. Our work reflects our belief that true wealth extends beyond financial success, encompassing the positive change we can make together. Thank you to Invest in Others for this recognition and for highlighting the vital role of philanthropy in our industry. We are excited to continue this journey, fostering a culture of giving that makes a lasting difference. https://lnkd.in/gXzp-xBN Important disclosures about the award are found here: https://lnkd.in/gPjbPpDZ #ParcionPW #Parcion #InvestinOthers #Community #Philanthropy #CharitableChampions #CommunityImpact #WealthManagement #Entrepreneurs

Parcion participated as Platinum Sponsor for Association for Corporate Growth - ACG Seattle Chapter’s Northwest Middle Market Growth Conference, which brings together business leaders from across the country for a day of networking, learning, and inspiration.   Terry Cook, CFP®, CIMA®, CEO and Managing Principal, gave welcoming remarks, sharing how every transaction represents the realization of a dream for that business owner and their family. Through our experience of working exclusively with middle-market, family-owned business owners, entrepreneurs, and their families, we have seen this firsthand. We partner with them to unlock the true potential of their wealth, supporting them to discover their goals, follow their passions, and keep more of what they’ve built for themselves, their families, and the causes they care about.   Kathleen Carbone, CFP®, Principal and Director of Advisory, moderated a panel discussion on the importance of a diverse board for family and private businesses. At Parcion, we understand that a well-structured team can be the key to the success of these companies. We strive to partner with experienced professionals to provide the best resources to our families.   Thank you, ACG, for hosting us and organizing a great series of events! We are grateful for the opportunity to strengthen our connections within the dealmaking community and give back to the ecosystem that has had such an impact on the families we serve.   #ParcionPW #Parcion #Partnership #BusinessOwners #MiddleMarket #Dealmakers #CommunityInvolvement #MergersAndAquisitions

We are grateful to gather for our annual Parcion Family BBQ to enjoy a wonderful evening celebrating with our team and their families. We are deeply appreciative of our incredible team and the supportive community we share! #Parcion #ParcionPW #TeamParcion #RIA #Goals #Community #Family

It was a pleasure to host such an engaging group of student-athletes! We love energizing the next generation of professionals, eager to learn and build the future. Thank you, University of Oregon Athletic Department, for the partnership and opportunity to share our passion for providing the best service to our families. #Parcion #ParcionPW #WealthManagement #RIA #Community #UniversityofOregon #NextGen

We are proud to announce Kathleen Carbone, CFP®, Principal and Director of Advisory, has been recognized on the Forbes | SHOOK Research Top Next-Gen Wealth Advisors Best-in-State List for 2024, ranking #5 in Washington state! This prestigious list spotlights the nation's next generation of advisors, who represent the future of the industry as they set standards and help raise the bar. Kathleen is passionate about supporting business owners, specifically female entrepreneurs, and their families through every transition, simplifying their lives and providing the confidence and clarity to think bigger about what's next. This honor highlights her dedication to building deep relationships across generations and delivering best-in-class service to our families. Congratulations, Kathleen! Thank you for showing up as a leader and role model each day. Important disclosures about the award are found here: https://lnkd.in/g8VTZmUG #Parcion #ParcionPW #WealthManagement #RIA #NextGen #ForbesNextGen #FinancialAdvisor #ForbesTopAdvisor #SHOOKResearch #ForbesSHOOKBestinState #Forbes #ForbesSHOOKTopAdvisor

Parcion is committed to philanthropy and giving back to our community. It is an honor to partner with the Mike Tice Foundation in their mission to provide charity, hope, and love to many great youth-focused organizations. Congratulations on raising over $308,000 at the recent Mike Tice Foundation Celebrity Golf Event. What an amazing accomplishment and impact on the community! We look forward to providing resources and building a brighter future together. To learn more about The Mike Tice Foundation, visit their website: https://lnkd.in/e5rxkjn #ParcionPW #Parcion #MikeTiceFoundation #GolfFundraiser #CommunitySupport #GivingBack #Philanthropy #Community 

Kathleen Carbone, CFP®, Principal and Director of Advisory, recently hosted a mid-year economic update in collaboration with Rogue Women's Fund. We are proud to partner with Rogue in their dedication to empowering female founders and entrepreneurs with the insights and resources they need to thrive. At Parcion, we work exclusively with business owners and their families to preserve their legacy and think bigger about what's next. Kathleen's commitment to supporting women in business is inspiring, and we're honored to support this community of professionals and leaders. #ParcionPW #Parcion #WomenInLeadership #FemaleFounders #WomenEntrepreneurs #BusinessOwners

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