COMMUNITY INVOLVEMENT
Since inception, McShane Partners has felt a strong responsibility to give back to the community through a focused charitable gifting strategy.
McShane Partners strives to gift 10% of it’s annual profits to three areas of focus. For inquiries please contact mcshanepartners@mcshanepartners.com.
Community Partners
Female Empowerment
At McShane Partners, we support initiatives that uplift and empower women. Through mentorship programs, workshops, and community partnerships, we aim to build a community where every woman has the resources to reach her full financial potential.
Education
We believe in the transformative power of education. Our commitment to education involves collaborating with schools, libraries, organizations that support education and providing resources to ensure that every individual in our community has access to educational opportunities.
Community Arts + Culture
From sponsoring local exhibitions to fostering creative expression through involvement in community arts organizations that donate proceeds to local charities, we strive to contribute to a thriving artistic community that enhances the cultural richness of our city.
Discover the strategic alliances that drive our community impact, as we showcase our valued partners in the areas of education community arts, and female empowerment.
Each year, McShane Partners - A Waverly Advisors Company, invests our time and resources in non-profit organizations that make a difference in the community where we live and work.
Recent Events
Explore the latest events where McShane Partners has been shaping positive change in the community.
Mint Museum spring symposium
McShane Partners sponsored the Spring Symposium presented by the Mint Museum Auxiliary.
La Traviata
McShane Partners sponsored a Charlotte Opera pre-curtain dinner with Maestro Meena.
Charlotte Wine & Food
McShane Partners was a Grand Cru Sponsor for the Charlotte Wine + Food Week (CW+F) 2023.
Dancing With The Stars
Elliott Van Ness not only competed in Dancing with the Stars of Charlotte – Dancing for a Cause, but was awarded the Judge’s Choice Winner and crushed his fundraising goal of $50,000.
Female Financial Empowerment
Becky Hoover hosted the first in a multi-part series of diverse financial and investment topics for clients and friends of the firm on May 8th.
45th Annual Estate Planners Day
Lorri Tomlin, Daniel Hudspeth, Ryan Vaudrin, and Tracy Strickler attended the 45th Annual Estate Planners day on May 18th.
20th Annual Wells Fargo Championship
Sandy Carlson attended the popular golf tournament at Quail Hollow Country Club along with fellow clients during the first week of May.
Charlotte Squawks
Daniele, Becky and Lorri hosted clients and friends of the firm for an evening of laughs on June 20th.
Experience the Family Office Difference
Our in-house Investment Team works with our Wealth Advisors to implement an investment management strategy that incorporates each client’s risk tolerance and is optimized to help our clients achieve their financial goals.
