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Stirling Wealth Management
Awards
![Forbes 2024 Best-In-State Wealth Advisor Award Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b8aa595e3d9249e0b507b171bb72ea72.png)
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 Award Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/bc0a1b3190d84a44b53e4c62b7705362.png)
Forbes 2023 Best-In-State Wealth Advisor
For the fourth consecutive year, Forbes recognizes Doug Stirling as a Best-In-State Wealth Advisor.
![Forbes 2022 Best-In-State Wealth Advisor Award Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/bc4bbc8b862042d29696e856c3d79a94.jpg)
Forbes 2022 Best-In-State Wealth Advisor
Doug Stirling has been named to the Forbes 2022 Best-In-State Wealth Advisors list.
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.
![Our Planning Process Who We Are Card Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/43013a0b34f240f49602e2c5a31a84a3.jpg)
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 Who We Are Card Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/16e89b456eba484e95c95f7419973743.jpg)
Meeting Remotely
Stirling Wealth Management is able to meet via WebEx
![College Saving and Funding Plans Who We Are Card Image](/sites/default/files/2022-11/College%20Saving%20and%20Funding%20Plans.jpg)
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.
![June 2023 Fly Fishing Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c293d1eba4224a6ebc3e977579c6c3e0.jpg)
June 2023 Fly Fishing
Stirling Wealth Management had a fantastic time hosting clients for the 2023 fly-fishing trip.
![Answer the Call Annual Gala Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/29aa6c7ca28f4dc59cff917a579a6579.png)
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 Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b38669fb01d14b43928bc7b2f03249c2.jpg)
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.
![Recent Event: Janney's 2024 Mid-Year Market Update Event Image](/sites/default/files/2024-05/PCG%20-%20June%20Market%20Update%20Virtual%20Seminar%20Image%20-%201033451-0323.jpg)
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
![Recent Event: Cybersecurity Event Image](/sites/default/files/2024-03/iStock-1279862993.jpg)
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
![Recent Event: Tax & Estate Planning Event Image](/sites/default/files/2023-09/PCG%20-%20Oct%20Tax%20%26%20Estate%20Planning%20Virtual%20Event%20-%20Web%20-%201169974-0823.jpg)
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Video Resources
![Janney's Digitial Estate Organizer News Photo](/sites/default/files/2022-11/News%20and%20Commentary%20Hero_0_0.jpg)
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.
July 02, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 03, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 15, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
![Looking Beyond the Abyss Research Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b109f047e9dc4b5786575b35a5df0706.jpg)
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 Research Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/e6a664c6a779447c9eb170a462db0ef0.jpg)
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 Research Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/06054c2ca236411fba98e7b644bfbb33.jpg)
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