March 2020 | 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.

Investment Team Market Update – 3.20.2020

Presented by Daniele Donahoe CFA, Chief Executive Officer & Chief Investment Officer To view the recording, simply press the play button located in the thumbnail. You can enlarge the screen once this is done, as well as adjust the volume. We would suggest letting the video load for a few minutes so that it has […]

Investment Team Market Update – 3.11.2020

Presented by McShane Partners Investment Team To view the recording, simply press the play button located in the thumbnail. You can enlarge the screen once this is done, as well as adjust the volume. We would suggest letting the video load for a few minutes so that it has time to buffer and plays smoothly […]

Financial Fitness Newsletter – The SECURE Act Becomes Law

McShane_FF_02-20_SECURE-ACT

Capitalization, Coronavirus, & Cash

McShane Partners

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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