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.
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.
The U.S. Securities & Exchange Commission recently mandated that all Registered Investment Advisers providing advisory services to retail clients supplement their Form ADV with an additional informational disclosure, Form CRS (i.e., Client Relationship Summary). Please see the respective file attached below.
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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.
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