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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.

COMPLIANCE NOTICE

The U.S. Securities & Exchange Commission recently mandated that all Registered Investment Advisers providing advisory services to retail clients supplement their Form ADV with an additional informational disclosure, Form CRS (i.e., Client Relationship Summary). Please see the respective file attached below.

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.

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THE LATEST NEWS + INSIGHTS FROM MCSHANE PARTNERS

Featured Insights

INSIDE THIS EDITION

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!

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.