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Parcion Private Wealth
Work Here?
Independent wealth management for high-net-worth individuals
Parcion Private Wealth
Work Here?
Independent wealth management for high-net-worth individuals
Overview
Parcion Private Wealth provides independent wealth management with a family-office approach for high-net-worth business owners, entrepreneurs, and first-generation wealth creators and their families. It blends financial planning with non-financial life considerations, coordinating investment management, tax strategy, estate planning, succession, charitable giving, and lifestyle services through a single team. The firm differentiates itself by offering an integrated, single-touchpoint experience and advocacy for clients during business exits. Its goal is to help clients grow, protect, transfer, and enjoy their wealth over time in line with business realities and family priorities.
About Parcion Private Wealth
Industries
Consulting
Financial Services
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Bellevue, Washington
Founded
2019
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Simplify's Take
What believers are saying
- April 2026 ADV added Schwab custody, expanding scale and simplifying client onboarding.
- Parcion was named to Wealth Management's 2026 RIA Edge 100 in February.
- A September 2026 job posting for Family Advisor signals continued hiring demand.
What critics are saying
- Parcion's business depends on Cook and Caouette; departures would trigger immediate client defections.
- Schwab custody creates vendor concentration; platform outages or fee disputes disrupt service quickly.
- A failed succession plan for its founders would collapse the firm into a sellable book.
What makes Parcion Private Wealth unique
- Terry Cook and Kyle Caouette anchor a Bellevue family-office platform for business owners.
- Parcion pairs liquidity-event planning, tax mitigation, and estate work under one advisor relationship.
- Its independence lets it customize custody, investments, and planning without wirehouse product quotas.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Life Insurance
401(k) Company Match
Paid Vacation
Hybrid Work Options
Flexible Work Hours
Wellness Program
Professional Development Budget
Company Social Events
Employee Discounts
Company News
Parcion Private Wealth LLC acquired a new stake in Vanguard ESG U.S. Stock ETF in the 1st quarter valued at $313,000.
Parcion Private Wealth LLC invests $5.91 million in Allison Transmission Holdings, Inc. (NYSE:ALSN).
Finally, Parcion Private Wealth LLC acquired a new stake in Avantis U.S. Equity ETF in the second quarter valued at about $1,046,000.
Parcion Private Wealth is honored to announce that Parcion was named Best Investment Firm in 425 Business Magazine's inaugural "Best in Business" awards!
This past year, Parcion Private Wealth has welcomed new families to its family office, new talent to the team, and been recognized as a Top RIA and Advisor in the U.S. and Washington State, a Best Place to Work in Greater Seattle, and a Top Philanthropic Company and Charitable Champion both regionally and nationally.
Parcion Private Wealth is Hiring for 2 Jobs on Simplify!
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About Parcion Private Wealth
Industries
Consulting
Financial Services
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Bellevue, Washington
Founded
2019
Parcion Private Wealth is Hiring for 2 Jobs on Simplify!
Find jobs on Simplify and start your career today