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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.

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.

Drive By In-House Proprietary Investment Research

Investment Management

To be sure we understand your investment management needs, we have developed a thorough process. With focus on proper asset allocation and investment diversity to reduce risk, portfolios balance goals and the risk to achieve them. You can expect to gain invaluable insight and clarity as we move through the process at the initial stages of our relationship and on an on-going basis.

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.
Proprietary Investment Research
Strategic Asset Allocation
Portfolio Construction
Stock Selection
Manager + Fund Selection

Investment Team

Unlock Your Financial Success

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