McShane Partners is a privately-owned registered investment advisor (“RIA”) dedicated to delivering comprehensive wealth management and investment advisory solutions to our clients and their families.
Since its founding in 1985, McShane Partners has had a singular focus: providing highly customized wealthy advisory, investment management, and financial planning services and solutions to our clients.
McShane Partners is an exclusive wealth management and investment advisory, offering a unique concierge experience to high-net-worth individuals and families.
McShane Partners is an investment advisor registered with the U.S. Securities & Exchange Commission (“SEC”). As a registered investment advisor (RIA”), the firm and its associates are subject to the Fiduciary Standard: an ethical and legal responsibility to act solely in the best interests of our clients at all times.
© Copyright 2023, All Rights Reserved. Privacy + Disclosures.