April 2016 | McShane Partners

Our Firm

McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.

McShane Partners has a singular focus: providing highly customized wealthy advisory, investment management, and financial planning services and solutions to our clients.

Our Services

McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.

Ted Garner, IV joins Advisory Board

Ted Garner, IV Joins Rinehart Wealth & Investment Advisory’s Advisory Board Charlotte, N.C. — (April 27, 2016) Rinehart Wealth & Investment Advisory (RWIA), a leading independent, fee-only, wealth and investment advisory firm, today announced that Ted Garner, IV has joined the firm’s Advisory Board. Ted is a veteran investment banker with nearly 25 years of […]

Brandon Davis, CFP® joins RWIA

Rinehart Wealth & Investment Advisory Welcomes New Shareholder & Wealth Advisor Charlotte, N.C. — (April 27, 2016) Rinehart Wealth & Investment Advisory (RWIA), a leading independent wealth and advisory firm in the region is pleased to announce the addition of Brandon Davis, CFP® as a shareholder and wealth advisor. Brandon brings over 17 years of […]

April INSIGHTS – Nuveen Update

Financial Fitness Newsletter – Collaborative Divorce The New Normal

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McShane Partners is an assumed name of Waverly Advisors, LLC. Waverly Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and uses the McShane Partners trade name in connection with the investment advisory services of some of its investment adviser representatives based in North Carolina. The services provided under the McShane Partners trade name are not provided by a partnership or a company separate from Waverly Advisors, LLC. All investment advisory services provided under the McShane Partners trade name by investment adviser representatives of Waverly Advisors, LLC, acting on behalf of Waverly Advisors, LLC, are investment advisory services of Waverly Advisors, LLC. Some of the documents included in this website (including news and insights) predate the date when McShane Partners joined Waverly Advisors, LLC and the information in such documents, including disclosures, has not been updated. All regulatory disclosures applicable to McShane Partners, such as the Form ADV 2A Brochure, the Form ADV 3 CRS or the Privacy Policy, are the regulatory disclosures of Waverly Advisors, LLC.

CLIENT RELATIONSHIP SUMMARY

ADV PART 2A BROCHURE