McShane Partners joins Waverly Advisors, LLC

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 serves as a trusted fiduciary in helping our clients define and achieve their lifetime financial goals and objectives.

A WEALTH & INVESTMENT ADVISORY FIRM

Who We Are

McShane Partners is a federally registered investment adviser dedicated to delivering comprehensive wealth management and investment advisory solutions to our clients and their families.

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

About Our Firm

Too often, investors’ emotional reactions cause them to make poor choices; we have found that the most successful individuals are those who understand where they want to go, develop a plan for getting there, and adhere to their plans.

HELPING YOU NAVIGATE WEALTH MANAGEMENT WITH EASE

Our Services

McShane Partners views wealth management as being the cohesive, comprehensive intersection of coordinated financial planning and investment management.

Both are critical to helping you understand, define, and achieve your financial goals and objectives without assuming excessive, unnecessary risks.

How We Help

Wealth + Investments

The Investment Team’s proprietary investment research is the core foundation underpinning every aspect of the client’s investment and portfolio management experience: it is the defining characteristic that sets us apart.

Our in-house research capabilities are essential to identifying attractive investment opportunities and deploying them effectively across client investment portfolios.

Wealth Advisory

Investment Management

Family Advisory + Consulting

McShane Partners’ Family Law Consulting practice supports individuals navigating complex family creation, separation and divorce. The practice also provides Pre and Post-Nuptial services and analysis. We use a team approach that is credentialed, subject matter expertise, comprehensive and detailed.

Family Office Advisory

Family Law Consulting

COMMITTED TO OUR CLIENTS’ SUCCESS

Meet Our Team

At McShane Partners, our team of expert professionals is dedicated to delivering comprehensive wealth management and investment advisory solutions to our clients and their families.

THE LATEST NEWS + INSIGHTS FROM MCSHANE PARTNERS

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Digital Currency & Blockchain Event

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Tailored Solutions for Your Financial Goals

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.