Parcion Private Wealth Celebrates Second Anniversary Surpassing $2 billion in Assets Under Management
SEATTLE, Nov. 23, 2021 /PRNewswire/ -- Parcion Private Wealth , a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, celebrated its second anniversary by announcing that it has expanded its ranks of seasoned professionals while doubling its assets under management to $2 billion in just over a year.
- SEATTLE, Nov. 23, 2021 /PRNewswire/ -- Parcion Private Wealth , a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, celebrated its second anniversary by announcing that it has expanded its ranks of seasoned professionals while doubling its assets under management to $2 billion in just over a year.
- "This is an exciting milestone for Parcion because it allows us to create a more robust array of services and expertise," said Parcion Managing Principal Terry Cook, CFP, CIMA.
- As the firm reached its two-year mark, Parcion welcomed four experienced professionals to its ranks.
- Parcion Private Wealth is an independent multi-family office that partners with entrepreneurs, business owners and their families to optimize wealth events and beyond through smart planning, strong advocacy and prudent investment management.