McShane Partners Information

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 in the Charlotte area and around the nation. The boutique firm offers investment management, wealth advisory, and financial planning services through a holistic approach to each client's financial goals, needs, and risk tolerances. The firm's associates work together to give each client a team to attend to all the details of the client's financial life. The firm offers personalized solutions through: - Strategic and Tactical Portfolio Management - Manager Selection & Monitoring - Risk Management - Alternative Investment Research - Charitable Planning & Philanthropic Advisory - Trust & Estate Planning - Retirement Planning - Tax Coordination & Planning - Insurance Planning & Analysis - Generational Wealth Transfers - Divorce Planning With an in-house Investment Team, McShane Partners is able to develop unique proprietary investment research based on the intersection of global macroeconomic issues, sector and industry trends, technical analysis and risk management. This allows the team to provide the potential for improved risk-adjusted performance for each client. Associates at the firm have extensive experience in the industry and necessary credentials as a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) to offer expert advice and solutions to their clients.