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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.

Charlotte Squawks

Daniele, Becky and Lorri hosted clients and friends of the firm for an evening of laughs on June 20th.  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.