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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.

Second Quarter 2015 Economic Overview Webinar

Presented by Daniele Donahoe CFA, Chief Investment Officer

To view the recording, simply press the play button located in the middle of 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 plays smoothly throughout.  Please note that the first minute of the video was unfortunately not recorded, thus, it begins on slide 2 with a discussion of inflation.

If you have any questions about the presentation please feel free to email us at rinehart@rinehartwealthmanagement.com or call us at 704.374.0646.

Thank you and enjoy!

webinar

THE LATEST NEWS + INSIGHTS FROM MCSHANE PARTNERS

Featured Insights

INSIDE THIS EDITION
  • Revisiting Real Estate Amid Elevated Interest Rates
  • Plan for Tax Changes Ahead (It’s Not All Bad News)
  • Around McShane Partners

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We are here to help you achieve your financial goals. Contact us today to book a consultation and see how we can partner in your financial future.