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Parcion Private Wealth is an independent multi-family office that partners with entrepreneurs, business owners and their families to optimize wealth events and beyond through smart planning, strong advocacy and prudent investment management. With headquarters in the Seattle area, Parcion`s experienced team helps clients preserve the legacy they`ve built to support their families and communities.
BrightStar Credit Union is among the largest Credit Unions in South Florida with assets greater than $300 million. We were originally chartered to serve Broward School Employees and their families.
Michel Shaked Group is a Boston, MA-based company in the Financial Services sector.
Charter Oak Federal Credit Union is a not-for-profit financial co-operative.
Vigil Trust is a Wausau, WI-based company in the Financial Services sector.