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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.

RECENT EVENTS

Explore the latest events where McShane Partners has been shaping positive change in the community.

Dancing With The Stars

Elliott Van Ness not only competed in Dancing with the Stars of Charlotte – Dancing for a Cause, but was awarded the Judge’s Choice Winner and crushed his fundraising goal of $50,000. 

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Experience the Family Office Difference

Our in-house Investment Team works with our Wealth Advisors to implement an investment management strategy that incorporates each client’s risk tolerance and is optimized to help our clients achieve their financial goals.