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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.

Bubbles, Bagels, and Bonds – 2023 Municipal Market Overview

Presented by Daniele Donahoe CFA, Chief Executive Officer & Chief Investment Officer

To view the recording, simply press the play button located in the thumbnail. You can enlarge the screen once this is done, as well as adjust the volume. We would suggest letting the video load for a few minutes so that it has time to buffer and plays smoothly throughout.

If you have any questions about the presentation please feel free to email us at mcshanepartners@mcshanepartners.com or call us at (980) 585-3390.

Thank you and enjoy!

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.