Awards
Forbes Recognizes Doug Stirling as a Best-In-State Wealth Advisor
For the fourth consecutive year, Forbes recognizes Doug Stirling as a Best-In-State Wealth Advisors list.
Forbes Recognizes Doug Stirling as a Best-In-State Wealth Advisor
Doug Stirling has been named to the Forbes 2022 Best-In-State Wealth Advisors list.
Doug Stirling Named as a Forbes Best-In-State Wealth Advisor
Douglas Stirling, once again, recognized by Forbes 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.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
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.
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
May 2021 Fly Fishing
Stirling Wealth Management hosted clients for a fly fishing trip in and around Ligonier, PA.
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.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
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.
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.
Government Responds to Coronavirus Crisis With Many New Rules
A brief summary of some of the major provisions of 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.