A Legacy of Service

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.