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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.

The Nutcracker Ball

McShane Partners once again was a lead sponsor for The Nutcracker Ball with all profits supporting Baby Bundles which provides necessary care items for mothers in need as they leave the hospital.

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An evening with Deepak Chopra

McShane Partners sponsored The Learning Society’s program of “An Evening with Deepak Chopra” on March 22nd. 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. 

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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.