Awards
Forbes Best-In-State Team 2025
Stirling Wealth Management is named to the 2025 Forbes Best in State Wealth Management Teams List.
Forbes 2024 Best-In-State Wealth Advisor
For the fifth consecutive year, Forbes recognizes Doug Stirling as a Best-In-State Wealth Advisor.
Forbes 2023 Best-In-State Wealth Advisor
For the fourth consecutive year, Forbes recognizes Doug Stirling as a Best-In-State Wealth Advisor.
Our Team
Our Financial Advisors—Douglas W. Stirling, W. Wallace Danforth, and Joe Kennedy—bring years of professional experience and knowledge to Stirling Wealth Management, and together we work tirelessly to deliver comprehensive, coordinated and seamless advice to our clients.We are very fortunate to have such a talented and dedicated team, many of whom have multiple decades of experience. They handle all day-to-day administrative matters, and routinely assist us in delivering and implementing our investment management and financial planning advice to our clients in a timely, efficient and highly personalized manner.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Chartered Advisor in Philanthropy (CAP®) Services
Doug’s CAP® designation is a mark of excellence in the complex landscape of philanthropic planning.
Our Planning Process
We can provide a spectrum of recommendations based on your goals. From basic investment guidance to asset management, we will collaborate to assess your needs and customize an approach that works for you.
Meeting Remotely
Stirling Wealth Management is able to meet via WebEx
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
June 2023 Fly Fishing
Stirling Wealth Management had a fantastic time hosting clients for the 2023 fly-fishing trip.
Answer the Call Annual Gala
Answer the Call 36th Annual Gala benefitting N.Y. Police and Fire Widows’ and Children’s Benefit Fund
2021 Family House Polo Match
Family House 38th Annual Polo Match
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Video Resources
Janney's Digitial Estate Organizer
Janney's Digitial Estate Organizer
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Looking Beyond the Abyss
From February 19, 2020, through March 23, 2020, the stock market experienced a peak-to-trough 35.4% decline that left investors fearing there was no bottom in sight. Three trading sessions later, the S&P 500 had rebounded 20.31% before eventually rallying as much as 35.9% to within 12.3% of its all-time high.
Government Responds to Coronavirus Crisis With Many New Rules
A brief summary of some of the major provisions of the CARES Act
Understanding How the CARES Act May Impact Your IRA
What individuals with IRAs and other types of retirement plans should know about the CARES Act.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.