Kevin CFP's Colleagues at Parcion Private Wealth
Kevin CFP's Contact Details
N/A
Parcion Private Wealth
Kevin CFP's Company Details
Based in Bellevue, WA, and led by nationally ranked financial advisors Terry Cook, CFP® CIMA® and Kyle Caouette CFA®, CFP®, 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 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.