Our Location

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.

45th Annual Estate Planners Day

Lorri Tomlin, Daniel Hudspeth, Ryan Vaudrin, and Tracy Strickler attended the 45^th Annual Estate Planners day on May 18^th. McShane Partners was once again a Supporting Sponsor of the event. This year’s presenters were excellent and topics included state and federal updates regarding estate planning, an economic update, the SECURE Act developments, fiduciary ESG investing, sophisticated insurance planning and business structuring and succession planning.

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.

McShane Partners

Get McShane Monthly Insights delivered to your inbox.

Top

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.

CLIENT RELATIONSHIP SUMMARY

ADV PART 2A BROCHURE