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Our Firm

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.

McShane Partners July Happy Hour

Happy Hour at McShane Partners

McShane Partners hosted a happy hour meet and greet with the Erin Patterson Law firm at our office on Park Drive in July 2023.

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.