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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.

Digital Currency & Blockchain Event

INSIDE THIS EDITION

In our Digital Currency and Blockchain discussion we will explore the origins of digital currency and blockchain and how they “work”, including mining and staking. Bring any questions!

DATE: WEDNESDAY, March 27th 5-7PM
5 – 5:30 for Networking and Socializing
5:30 – 6:30 for Presentation and Discussion
6:30 – 7 :00 for Questions

LOCATION: 2150 PARK DRIVE, CHARLOTTE, NC 28204


RSVP: TSTRICKLER@MCSHANEPARTNERS.COM

THE LATEST NEWS + INSIGHTS FROM MCSHANE PARTNERS

Featured Insights

INSIDE THIS EDITION
  • McShane Partners Book Club—The Trust
  • Changes Coming for Itemized Deductions
  • Around McShane Partners

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.