Our Location
Search
Close this search box.
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.

About McShane Partners
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.

McShane Partners' Services
  • January's Insights

2024: Repeat or Revert?

INSIDE THIS EDITION

  • 2024: Repeat or Revert?
  • The Real Cost of Healthcare in Retirement
  • Senior Planning: New Year’s Resolutions for Seniors
  • Next Gen: New Year’s Check Up 2024
  • Next Gen: FSA—New Year, Old Funds
  • Around McShane Partners
DOWNLOAD THE PDF

NEWS + INSIGHTS ARCHIVES

THE LATEST NEWS + INSIGHTS FROM MCSHANE PARTNERS

Featured Insights

  • April's Insights

Revisiting Real Estate Amid Elevated Interest Rates

INSIDE THIS EDITION
  • Revisiting Real Estate Amid Elevated Interest Rates
  • Plan for Tax Changes Ahead (It’s Not All Bad News)
  • Around McShane Partners
READ ARTICLE
Female Financial Empowerment Event

Digital Currency & Blockchain Event

READ NOW
March's Insights

The Market is More than NVIDIA

READ NOW
February Insights

The Core Contrarian Equity Portfolio Strategy

READ NOW

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.

Contact us
McShane Partners
Client Login
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.

TERMS OF USE

CLIENT RELATIONSHIP SUMMARY

ADV PART 2A BROCHURE

PRIVACY POLICY

© Copyright 2023, All Rights Reserved.