Charlotte, North Carolina — According to state and local economic development sources McShane Partners Wealth & Investment Advisory plans to invest $2,900,000.00 to build out 12,864 square feet of new space in Charlotte. The company plans to occupy the new space at 2150 Park Dr in Charlotte, on or about February 1, 2022. According to the company website McShane Partners Wealth & Investment Advisory is an exclusive wealth advisory boutique offering a unique concierge experience to high net worth individuals. In today’s confusing wealth management world of cookie-cutter solutions sold by large organizations, McShane Partners Wealth & Investment Advisory distinguishes itself by offering a family office experience to the affluent client. All investment work is proprietary in-house, providing clients with direct access to the Chief Investment Officer and research team; which is a novel approach affording our clients a boutique structure resembling that of a Family Office. The unique client experience, proprietary investment approach and transparent fee-only business model at McShane Partners Wealth & Investment Advisory, allow clients to develop a trusted relationship with us that often lasts decades over multiple generations. Our Mission: McShane Partners Wealth & Investment Advisory champions an investor’s right to transparent, objective advice of the highest caliber while delivering an unprecedented level of client service.

To learn more about McShane Partners Wealth & Investment Advisory, visit http://mcshanepartners.com/

Company Contact:
Daniele Donahoe, Managing Partner
ddonahoe@mcshanepartners.com
https://www.linkedin.com/in/daniele-donahoe-6744a229/
980-585-3390

SOURCE: http://www.intelligence360.io
Copyright (c) 2021 SI360 Inc. All rights reserved