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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.

FAMILY ADVISORY + CONSULTING

Our Family Law Consulting practice supports clients and their attorneys, accountants or other advisors navigating complex separation and divorce issues.

The practice also provides Pre- and Post-Nuptial services and analysis.

Family Advisory Team standing in lobby

HELPING CLIENTS NAVIGATE WEALTH MANAGEMENT

Family Office Advisory

Empowering families through life’s intricate financial landscapes, McShane Partners offers a comprehensive suite of Family Advisory and Consulting services. From navigating divorce and separation challenges to pre- and post-nuptial analysis, our dedicated team is your trusted partner in safeguarding and optimizing your family’s financial legacy.

Family Advisory + Consulting Services

1

Financial Affidavit Preparation/Validation

2

Expert Witness Testimony

3

Modeling of Financial Plan of One or Both Parties

4

Seperate Property Analysis

5

Consulting on Financial Issues

6

Pre-nuptial and Post-nuptial Agreements

7

Will and Trust Arrangements

8

Support for Interim Distributions

How we help you achieve your goals:

BOUTIQUE
Flexible
Accessible
Inventive
Transparent
TEAM APPROACH
Credentialed
Subject Matter Expertise
Comprehensive
Detailed
INVESTMENT RESEARCH
Proprietary
Fiduciary
Institution Research for Individuals
Cost Effective
Onsite Professionals
Independent
Experienced
FINANCIAL PLANNING
Customized
Real time/flexible
Individualized
Not Prepackaged
Goal-Oriented

Family Financial Team

Unlock Your Financial Success

Contact us today and see how we can partner to help you achieve your financial goals.