Founded in 2019, Parcion Private Wealth is an independent advisory firm based in Bellevue, Washington. The firm specializes in providing sophisticated and integrated wealth management services for business owners, entrepreneurs, and their families, particularly those who are navigating the complexities of first-generation wealth. Their mission is to help clients preserve the legacy they've built and align their wealth with their long-term personal, family, and philanthropic goals through services like legacy planning, investment management, and tax strategy.

Founded in

United States