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.

An evening with Deepak Chopra

McShane Partners sponsored The Learning Society’s program of “An Evening with Deepak Chopra” on March 22^nd. The Learning Society at Queens University provides students, faculty and staff as well as the Charlotte community with the opportunity to interact with experts on important contemporary issues and topics.

Deepak Chopra is a New York Times bestselling author. He is a world-renowned pioneer in integrative medicine and personal transformation.

As sponsors for this program, we received considerable tickets to this sold-out event, and clients and McShane Partner Wealth & Investment Advisory employees had a wonderful evening. Daniele serves on the Executive Committee which organizes and attains speakers for these annual events. Please let us know if you are interested in joining or attending one of these unique speaker series events in the future.

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