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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.

About McShane Partners
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.

McShane Partners' Services

Monthly Insights

Revisiting Real Estate Amid Elevated Interest Rates

  • Revisiting Real Estate Amid Elevated Interest Rates
  • Plan for Tax Changes Ahead (It’s Not All Bad News)
  • Around McShane Partners
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Digital Currency & Blockchain Event

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!

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The Market is More than NVIDIA

  • The Market is More than NVIDIA
  • Scaling Financial Advice
  • Senior Planning: SEO Scam Alert
  • Next Gen: Budgeting Methods Part 2
  • Next Gen: New Baby Checklist
  • Around McShane Partners
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The Core Contrarian Equity Portfolio Strategy

  • The Core Contrarian Equity Portfolio Strategy
  • Why You May Not Want to Convert That IRA
  • Senior Planning: Everything You Want to Know About Roth Conversions (but were afraid to ask!)
  • Next Gen: FSA—Methods for Budgeting
  • Next Gen: Questions to Ask Your Wealth Management Team
  • Around McShane Partners
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2024: Repeat or Revert?

  • 2024: Repeat or Revert?
  • The Real Cost of Healthcare in Retirement
  • Senior Planning: New Year’s Resolutions for Seniors
  • Next Gen: New Year’s Check Up 2024
  • Next Gen: FSA—New Year, Old Funds
  • Around McShane Partners
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What Really Drives Long-Term Market Activity

  • What Really Drives Long-Term Market Performance
  • Tax Implications of Cryptocurrency
  • Senior Planning: What Is The 4% Rule, and Does It Work For Today’s Retirement
  • NextGen: Should You Purchase a Home in Today’s Interest Rate Environment
  • Estate Planning: Mortgage Loan Options
  • Around McShane Partners
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Experience the Family Office Difference

Our in-house Investment Team works with our Wealth Advisors to implement an investment management strategy that incorporates each client’s risk tolerance and is optimized to help our clients achieve their financial goals.

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McShane Partners is an assumed name of Waverly Advisors, LLC.  Waverly Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and uses the McShane Partners trade name in connection with the investment advisory services of some of its investment adviser representatives based in North Carolina. The services provided under the McShane Partners trade name are not provided by a partnership or a company separate from Waverly Advisors, LLC.  All investment advisory services provided under the McShane Partners trade name by investment adviser representatives of Waverly Advisors, LLC, acting on behalf of Waverly Advisors, LLC, are investment advisory services of Waverly Advisors, LLC. Some of the documents included in this website (including news and insights) predate the date when McShane Partners joined Waverly Advisors, LLC and the information in such documents, including disclosures, has not been updated.  All regulatory disclosures applicable to McShane Partners, such as the Form ADV 2A Brochure, the Form ADV 3 CRS or the Privacy Policy, are the regulatory disclosures of Waverly Advisors, LLC.

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