Parcion Private Wealth
Financial Services, Northup Way, Bellevue, , 98004, Washington, 10700, United States, 11-50 Employees
Phone Number: 42********
Who is PARCION PRIVATE WEALTH
Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP CIMA, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing high-net-wo...
Read More
-
Headquarters: 10700 Northup Way, Bellevue, Washington, 98004, United States
-
Date Founded: 2019
-
Employees: 11-50
-
Revenue: $5 Million to $10 Million
-
Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
|
NAICS Code: 523940 |
Show More
Does something look wrong? Fix it. | View contact records from PARCION PRIVATE WEALTH
Parcion Private Wealth Org Chart and Mapping
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Parcion Private Wealth
Answer: Parcion Private Wealth's headquarters are located at Northup Way, Bellevue, , 98004, Washington, 10700, United States
Answer: Parcion Private Wealth's phone number is 42********
Answer: Parcion Private Wealth's official website is https://parcionpw.com
Answer: Parcion Private Wealth's revenue is $5 Million to $10 Million
Answer: Parcion Private Wealth's SIC: 6282
Answer: Parcion Private Wealth's NAICS: 523940
Answer: Parcion Private Wealth has 11-50 employees
Answer: Parcion Private Wealth is in Financial Services
Answer: Parcion Private Wealth contact info: Phone number: 42******** Website: https://parcionpw.com
Answer: Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP CIMA, Parcion Private Wealth (Parcion) 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 partners with families to unlock the true potential of their wealth. Parcion is committed to supporting them in taking care of the people they love for generations and helping them think bigger about what's next, keeping more of what they've built for themselves, their families, and the causes they care about. The Parcion team has years of experience assisting business owners through a sale or transition, advocating for the client's best interests. Parcion provides holistic wealth management solutions that encompass all aspects of each family's lives, 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.
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month