McShane Partners
Investment ManagementView the employees at
McShane Partners-
Rebecca Hoover CFP®, CPA, CDFA® Wealth Advisor | Strategic Tax Planner | Divorce Financial Consultant
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Charlotte, North Carolina, United States
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Top 1%
Abby Williams Investment Associate at McShane Partners-
Charlotte, North Carolina, United States
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Top 5%
Corey Meyer Wealth Associate at McShane Partners-
Rising Star
Jon Michael Morgan, CFA Sr Portfolio Manager, McShane Partners-
Charlotte, North Carolina, United States
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Rising Star
Lorri Tomlin, FPQP Wealth Advisor/Partner at McShane Partners-
Charlotte, North Carolina, United States
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Rising Star
Overview
McShane Partners, formerly Rinehart Wealth & Investment Advisory, was founded in 1985 by Mary Rinehart. We are a comprehensive, fee-only RIA providing unique and personalized wealth management solutions to 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.
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