Our Location
Search
Close this search box.
Our Firm

McShane Partners is a privately-owned registered investment advisor (“RIA”) dedicated to delivering comprehensive wealth management and investment advisory solutions to our clients and their families.

Since its founding in 1985, McShane Partners has had a singular focus: providing highly customized wealthy advisory, investment management, and financial planning services and solutions to our clients.

Our Services

McShane Partners is an exclusive wealth management and investment advisory, offering a unique concierge experience to high-net-worth individuals and families.

McShane Partners Team Members

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 Wealth & Investment Advisory 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 Wealth & Investment Advisory, allow clients to develop a trusted relationship with us that often lasts decades over multiple generations.

OUR MISSION

McShane Partners Wealth & Investment Advisory champions an investor’s right to transparent, objective advice of the highest caliber while delivering an unprecedented level of client service.

SERVING CHARLOTTE SINCE 1985

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 Wealth & Investment Advisory.

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.

Client - Focused
A personalized journey tailored to your unique goals, where your success is our singular focus
Transparent + Objective
An unwavering commitment to transparency and objective advice, ensuring your financial decisions are always in your best interest
Concierge Service
Providing you with unparalleled support and attention every step of the way

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.