# MCSHANE PARTNERS
Source: https://planprovider.pro/provider/mcshane-partners

> McShane Partners, now operating as McShane Wealth Management at Steward Partners, was founded in 1985 and is a fee-only RIA based in Charlotte, North Carolin…

Retirement Plan Advisor

Charlotte, NC

## About MCSHANE PARTNERS

McShane Partners, now operating as McShane Wealth Management at Steward Partners, was founded in 1985 and is a fee-only RIA based in Charlotte, North Carolina. With a legacy spanning over four decades, the firm specializes in investment management, wealth advisory, and financial planning. McShane Partners is committed to serving clients with integrity and offers personalized investment strategies tailored to help clients pursue their financial goals and navigate through retirement. As a fiduciary, the firm prioritizes acting in the best interests of its clients, emphasizing transparency in fees and a commitment to building long-term, trusting relationships. The firm's expertise includes wealth and risk management, retirement and legacy planning, and maintaining open communication to ensure clients understand their investments. McShane Wealth Management at Steward Partners is dedicated to providing comprehensive wealth planning and investment strategy implementation for individuals and families.

Website: [https://mcshanewealthmanagement.stewardpartners.com/](https://mcshanewealthmanagement.stewardpartners.com/)

## Office Locations

- Charlotte, NC (Headquarters)

## Team Members

- **William McShane**, Partner | Director | Wealth Manager

- **Kevin McShane**, Partner | Vice President | Wealth Manager

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- [Carolina Wealth Management, Inc.](https://planprovider.pro/provider/carolina-wealth-management-inc) - Greenville, NC

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- [Captrust](https://planprovider.pro/provider/captrust) - Raleigh, NC

- [Ameriprise Financial Services, LLC](https://planprovider.pro/provider/ameriprise-financial-services-llc) - Minneapolis, MN

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