Parcion Private Wealth

EST. AUM
$2,951,714,286

CONTACTS
16

CLIENT ACCOUNTS
1,871

Firm Details

Metro area Seattle
CRD Number 305115
Website parcionpw.com
Client types

Overview

Based in Bellevue, WA, Parcion Private Wealth 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 provides financial planning and holistic wealth management solutions that encompass all aspects of their client's lives. The Parcion team has years of experience in assisting business owners who are considering selling their companies and advocating for their clients' best interests throughout the sale of the business, 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. General Email for new manager meeting requests: parcion-inv@parcionpw.com

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Parcion Private Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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