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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.

An evening with Deepak Chopra

McShane Partners sponsored The Learning Society’s program of “An Evening with Deepak Chopra” on March 22nd. The Learning Society at Queens University provides students, faculty and staff as well as the Charlotte community with the opportunity to interact with experts on important contemporary issues and topics.

Deepak Chopra is a New York Times bestselling author. He is a world-renowned pioneer in integrative medicine and personal transformation.

As sponsors for this program, we received considerable tickets to this sold-out event, and clients and McShane Partner Wealth & Investment Advisory employees had a wonderful evening. Daniele serves on the Executive Committee which organizes and attains speakers for these annual events. Please let us know if you are interested in joining or attending one of these unique speaker series events in the future.

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.