OUR SERVICES
McShane Partners is a division of Waverly Advisors, LLC, and exclusive wealth management and investment advisory, offering a unique concierge experience to high-net-worth individuals and families.
A DIFFERENTIATED APPROACH
Our Philosophy
Our approach is holistic and our diverse team of experts addresses every need and coordinates with partners and advisors as needed to ensure you are getting a comprehensive solution.
Our Wealth Advisory and Investment Management teams work in tandem to:
Develop an in-depth, holistic understanding of a client’s entire financial situation.
Prepare customized wealth plans and investment portfolios.
Identify relevant, client-specific objectives & constraints.
Provide ongoing wealth advisory support and coordinated investment management recommendations.
Wealth + Investments
The Investment Team’s proprietary investment research is the core foundation underpinning every aspect of the client’s investment and portfolio management experience: it is the defining characteristic that sets us apart.
Our in-house research capabilities are essential to identifying attractive investment opportunities and deploying them effectively across client investment portfolios.
Family Advisory + Consulting
McShane Partners’ Family Law Consulting practice supports individuals navigating complex family creation, separation and divorce. The practice also provides Pre and Post-Nuptial services and analysis. We use a team approach that is credentialed, subject matter expertise, comprehensive and detailed.
HELPING YOU NAVIGATE WEALTH MANAGEMENT WITH EASE
Questions to Ask Your Wealth Management & Investment Advisory Firm
- Are you a registered investment advisor? ("RIA")?
- Does you and/or your associates have CFP®, CDFA®, CPA, and/or CFA designations?
- What are all the ways you and your firm receive compensation?
- How do you choose assets for investment portfolios?
- How do you diversify assets and reduce risk?
- Do you use individual stocks and/or investment vehicles with lower expenses to manage internal costs within investment portfolios?
- Will I have access to the in-house investment professionals responsible for researching the investments and making investment-related decisions?
- Do you focus on tax-efficiency when managing investment portfolios?
- What type of performance should I expect from the different strategies you offer?
- Do you offer comprehensive financial planning, as well as investment management advisory services?
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.
