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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.

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.

Small-Cap Equity: Out-of-Favor or Down-and-Out?

INSIDE THIS EDITION

  • Small-Cap Equity: Out-of-Favor or Down-and-Out?
  • Four Ways to Protect Family Assets from Divorce
  • Around McShane Partners

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.