Company Overview
- Headquarters
- 521 East Morehead Street, Suite 580, Charlotte NC
- Website
- rinehartwealthmanagement.com
- Phone
- (704) 374-0646
- Employees
- 9
- Founded in
- 1985
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$20B
Who is Rinehart Wealth Management
McShane Partners, formerly Rinehart Wealth & Investment Advisory, is a Charlotte, North Carolina based registered investment advisory firm. Founded in 1985, the firm employs 9 people and generates $20 million in annual revenue. McShane Partners provides comprehensive wealth management solutions to individuals and families across the nation. Their services encompass investment management, wealth advisory, and financial planning. The firm utilizes a holistic approach, tailoring solutions to each client's specific financial goals, needs, and risk tolerances. The firm distinguishes itself through a unique proprietary investment research process. This process combines global macroeconomic analysis, industry trends, technical analysis, and risk management to potentially enhance risk-adjusted performance for each client. McShane Partners boasts an in-house investment team with extensive industry experience and credentials, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. Clients can learn more about McShane Partners and their services by visiting their website at rinehartwealthmanagement.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 20M | 6 | San Francisco, CA | 1983 | |
| 20M | 23 | Carson, NV | 1994 | |
| 20M | 44 | Wilton, CT | 2001 | |
| 20M | 1 | Aspen, CO | ||
| 20M | 6 | Hartford, CT |