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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.

Charlotte Squawks

Daniele, Becky and Lorri hosted clients and friends of the firm for an evening of laughs on June 20^th. Broadway meets “Saturday Night Live” meets Charlotte in Charlotte Squawks, an annual comedy stage show poking fun at politics, pop culture, sports and all things Charlotte through satire and musical parodies. Starring WFAE’s Mike Collins and written by attorney Brian Kahn, let some of Charlotte’s top performers crack you up! The performance was at Booth Playhouse and pre-show cocktails were at the K Lounge inside the Ritz-Carlton.

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.

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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