- Tax Planning
- Tax Services
- Income Tax
- Investment ManagementThe 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.
- Wealth ManagementMcShane 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.
- Accounting Services
- Financial PlanningMcShane Partners has a singular focus: providing highly customized wealthy advisory, investment management, and financial planning services and solutions to our clients.
- Asset Management