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.

COMMUNITY INVOLVEMENT

Since inception, McShane Partners has felt a strong responsibility to give back to the community through a focused charitable gifting strategy.

McShane Partners strives to gift 10% of it’s annual profits to three areas of focus. For inquiries please contact mcshanepartners@mcshanepartners.com.

Community Partners

Female Empowerment
At McShane Partners, we support initiatives that uplift and empower women. Through mentorship programs, workshops, and community partnerships, we aim to build a community where every woman has the resources to reach her full financial potential.
Education
We believe in the transformative power of education. Our commitment to education involves collaborating with schools, libraries, organizations that support education and providing resources to ensure that every individual in our community has access to educational opportunities.
Community Arts + Culture
From sponsoring local exhibitions to fostering creative expression through involvement in community arts organizations that donate proceeds to local charities, we strive to contribute to a thriving artistic community that enhances the cultural richness of our city.

Discover the strategic alliances that drive our community impact, as we showcase our valued partners in the areas of education community arts, and female empowerment.

Each year, McShane Partners Wealth & Investment Advisory invests our time and resources in non-profit organizations that make a difference in the community where we live and work.

Recent Events

Explore the latest events where McShane Partners has been shaping positive change in the community.

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.