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.

MD Clarity is a Software-as-a-Service solution that eliminates typically manual, labor-intensive, and frustrating analysis by delivering unprecedented clarity into your insurance and patient relationships. Through a secure, web-based app, Physician groups, Hospitals, and ASCs can finally have easy access to the data which exposes under-performing insurance agreements, recommends improvements, supports analytical pricing decisions, and supports your effort to be more engaged and transparent with patients. MD Clarity includes data from several sources, ranging from your insurance contract terms to local payer rules and regulations, encounter history, patient benefits, cost data, public data sets such as Medicare, and national drug and supply prices. While typical billing systems fall short in managing changing contract terms, accounting for complex payer rules, and delivering useful reporting and visualizations of your data, MD Clarity's mission is to combine and present your data in clear, easy to understand user experience that truly solves your daily challenges.