About MCSHANE PARTNERS
<p>Founded in 1985, McShane Partners now operates as McShane Wealth Management at Steward Partners from Charlotte in the Carolinas’ largest metro area. The firm is a fee-only registered investment advisor focused on long-term planning and portfolio management for individuals and families.</p> <p>Its work includes investment management, wealth advisory, and financial planning, with an emphasis on retirement planning and ongoing guidance as clients move from saving to spending. As a fiduciary, the firm acts in clients’ best interests and keeps fees transparent.</p> <p>Clients work with the team on wealth and risk management, retirement and legacy planning, and regular check-ins that explain how portfolios are positioned and why changes are made. A key differentiator is its long operating history as a fee-only fiduciary practice in the Charlotte market.</p> <ul> <li>Fee-only RIA financial planning and investment management</li> <li>Retirement planning and income planning for retirees</li> <li>Wealth and risk management reviews</li> <li>Legacy and estate-planning coordination</li> <li>Guidance from <a href="/plan-advisors">plan advisors</a> for long-term investment decisions</li> </ul>
Website: https://mcshanewealthmanagement.stewardpartners.com/
Office Locations
- Charlotte, NC (Headquarters)
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | UNITED AIRLINES, INC., IL | $16.8B | 17,444 |
Team Members
- William McShane, Partner | Director | Wealth Manager
- Kevin McShane, Partner | Vice President | Wealth Manager