ABOUT US
McShane Partners is an exclusive wealth management and investment advisory, offering a unique concierge experience to high-net-worth individuals and families.
HELPING YOU NAVIGATE WEALTH MANAGEMENT WITH EASE
Who We Are
In today’s confusing wealth management world of cookie-cutter solutions sold by large organizations, McShane Partners – A Waverly Advisors Company, distinguishes itself by offering a family office experience to the affluent client.
All investment work is proprietary in-house, providing clients with direct access to the Chief Investment Officer and research team; which is a novel approach affording our clients a boutique structure resembling that of a Family Office.
The unique client experience, proprietary investment approach and transparent fee-only business model at McShane Partners - A Waverly Advisors Company, allow clients to develop a trusted relationship with us that often lasts decades over multiple generations.
OUR MISSION
McShane Partners - A Waverly Advisors Company, champions an investor’s right to transparent, objective advice of the highest caliber while delivering an unprecedented level of client service.
SERVING OUR CHARLOTTE COMMUNITY
A Proud Heritage
Over three decades ago Mary Rinehart started one of the first Fee-Only firms in Charlotte that continues to serve as a fiduciary providing unbiased proprietary investment management and comprehensive wealth advisory including extensive financial and tax planning as McShane Partners – A Waverly Advisors Company.
The history of success established by Mary Rinehart lives on through the culture of client service and commitment to community and the dedication of its partners.
Why Choose McShane Partners
Discover the McShane Partners difference — where client-centricity, transparent objectivity, and personalized concierge service converge to redefine your wealth management experience.
Credentials and Affiliations
Our firm and the associates of our firm are proud to belong to the following planning and investment organizations:
Community Involvement
At McShane Partners, we believe in more than just numbers – we believe in the power of community and the importance of giving back. Our commitment to community involvement reflects our dedication to build a better future for all.
Unlock Your Financial Success
Contact us today and see how we can partner to help you achieve your financial goals.
