McShane Wealth Management at Steward Partners

With over 4 decades of combined experience, our family has been dedicated to serving clients like you. Whether you are pursuing your financial goals or navigating uncertain times, we are your unwavering support. As a family oriented office built on a foundation of integrity, we take great pride in our profound responsibility to serve as your valued partners.

Bill McShane started the family business in the early 1980’s and enjoyed the freedom to coach kids about life through basketball in his free time. Over 40 years later, Bill and his son Kevin McShane coach their clients to and through retirement with personalized investment strategies.

William McShane

Partner | Director | Wealth Manager

View William McShane's Bio

Kevin McShane, AAMS

Partner | Vice President | Wealth Manager

View Kevin McShane's Bio

Our Promise

While market fluctuations are unpredictable, our customized strategies are designed to help you navigate risks while seizing potential opportunities and help ensuring your financial well-being.

We recognize that there should be no compromises when it comes to planning your retirement and financial legacy, as these chapters may span multiple decades. Our comprehensive process aims to safeguard the longevity of your hard-earned assets through purposeful wealth accumulation and distribution strategies.

Managing your financial well-being is a profound responsibility we embrace with pride. Our partners rely on us to help guide them towards their goals, especially during unexpected life events. We work to establish and cultivate trust through consistent communication, fostering strong and enduring relationships every step of the way.

As your dedicated partners, we are committed to helping you gain an understanding of your investments. We tailor our guidance to your level of financial literacy, providing complete explanations and simplifying complex concepts to help instill confidence in your decision-making process.

We are devoted to our partners and dedicated to your future. As a family operated office, our relationships are built on trust and honesty.

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THE NEXT EVOLUTION IN WEALTH MANAGEMENT

Why Steward Partners?

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering high-level client service with an unwavering commitment to excellence.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our client’s best interests. The Firm and its advisors owe our clients a duty of undivided loyalty and utmost good faith. The Firm works to identify, disclose, and manage conflicts in a manner consistent with our fiduciary obligations, and we take steps reasonably necessary to fulfill those obligations.

Intelligent Solutions for Complex Financial Situations

ENGAGEMENT OPTIONS

Personal Concierge

We serve ultra-wealthy families under a comprehensive plan designed by a team of skilled professionals. We combine asset management, cash management, risk management, financial planning, lifestyle management and a variety of additional services to help you navigate the complexities of your wealth. We have access to a consortium of professionals with experience in legal, insurance, estate, tax and investment planning, and we act as a personal concierge for you and your family to handle your personal affairs and other lifestyle needs.

Registered Investment Advisor

As a registered investment advisory firm, we are focused solely on your best interests and have added level of fiduciary responsibility. We attend to your unique financial situation, seeking to address your goals and objectives through comprehensive financial planning. As life evolves and markets fluctuate, your plan and strategies will be updated as well to help keep you on track every step of the way. Beyond transparent compensation and fees, we maintain investment independence and work to identify, disclose, and manage conflicts in a manner consistent with our fiduciary duties, taking reasonably necessary steps to meet those obligations.

Wealth Planning

Addressing the complexities of wealth in today’s markets requires professional guidance, a disciplined process, and access to a wide array of innovative financial solutions. At Steward Partners, we take a comprehensive approach to wealth planning, recommending not only traditional investment solutions, but also more sophisticated alternatives. We’re deeply committed to helping you align your wealth with your values and goals, both now and as your life and objectives evolve over time.