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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.

NEWS & INSIGHTS

Regardless of your financial management needs, we are here to help you succeed. Read the latest news and monthly insights from our team of expert advisors at McShane Partners.

INSIDE THIS EDITION:
  • McShane Partners Book Club—The Trust
  • Changes Coming for Itemized Deductions
  • Around McShane Partners
All Articles
Economic Overview
Financial Fitness
Media
Monthly Insights
Webinar
  • Revisiting Real Estate Amid Elevated Interest Rates
  • Plan for Tax Changes Ahead (It’s Not All Bad News)
  • Around McShane Partners

In our Digital Currency and Blockchain discussion we will explore the origins of digital currency and blockchain and how they “work”, including mining and staking. Bring any questions!

  • The Market is More than NVIDIA
  • Scaling Financial Advice
  • Senior Planning: SEO Scam Alert
  • Next Gen: Budgeting Methods Part 2
  • Next Gen: New Baby Checklist
  • Around McShane Partners
  • The Core Contrarian Equity Portfolio Strategy
  • Why You May Not Want to Convert That IRA
  • Senior Planning: Everything You Want to Know About Roth Conversions (but were afraid to ask!)
  • Next Gen: FSA—Methods for Budgeting
  • Next Gen: Questions to Ask Your Wealth Management Team
  • Around McShane Partners
  • 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
  • What Really Drives Long-Term Market Performance
  • Tax Implications of Cryptocurrency
  • Senior Planning: What Is The 4% Rule, and Does It Work For Today’s Retirement
  • NextGen: Should You Purchase a Home in Today’s Interest Rate Environment
  • Estate Planning: Mortgage Loan Options
  • Around McShane Partners
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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.