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Our Firm

McShane Partners is a privately-owned registered investment advisor (“RIA”) dedicated to delivering comprehensive wealth management and investment advisory solutions to our clients and their families.

Since its founding in 1985, McShane Partners has had a singular focus: providing highly customized wealthy advisory, investment management, and financial planning services and solutions to our clients.

Our Services

McShane Partners is an exclusive wealth management and investment advisory, offering a unique concierge experience to high-net-worth individuals and families.

Office Update

As 2021 begins, so too does construction on the new building and the future home of McShane Partners. We look forward to providing you with updates as the year progresses! https://mcshanepartners.com/wp-content/uploads/2021/02/mcshanbe_office.png