Waverly Advisors LLC, a registered investment advisor (RIA) and backed by Wealth Partners Capital Group and HGGC, has purchased McShane Partners, based in Charlotte, N.C.

McShane was founded in 1985 as one of the first fee-only RIAs in Charlotte. Daniele Donahoe, CEO of McShane, and her team offer a boutique approach to investment management, wealth advisory, and financial planning, with a holistic engagement of each client’s financial goals, needs and risk tolerances.

“The acquisition of McShane speaks to Waverly’s commitment to delivering comprehensive, client-centric wealth and investment management services, while expanding the firm’s resources and infrastructure to new geographies,” says Mac Selverian, WPCG principal.