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.

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.

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.

Wealth Advisory

Investment Management

Family Advisory Team standing in lobby

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.

Family Office Advisory

Family Law Consulting

HELPING YOU NAVIGATE WEALTH MANAGEMENT WITH EASE

Questions to Ask Your Wealth Management & Investment Advisory Firm

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.