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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.