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Current company Whelan Scott Asset Management Of Cny
Financial Services · 3 employees · Founded 2008 · Syracuse, New York, United States
Whelan Scott Asset Management of CNY provides investment and advisory services, integrating client needs and strategies to deliver peace of mind through ongoing management and asset protection. We serve both individuals and institutions with industry-leading solutions, and have expanded our trusted services into the Central New York market to better serve local families and businesses. The Kirwan Family is a true family enterprise. John Kirwan’s two sons, John Kirwan and Tyler Kirwan, are both preparing to complete their professional training and licensing. This represents not only a continuation of the Kirwan family legacy but also the expansion of service capabilities for CNY families. The Kirwan family will bring complementary skills, perspectives, and availability to clients. Whelan Scott Asset Management of CNY is affiliated with Cambridge Investment Research. Cambridge focuses on supporting independent financial advisors and wealth managers who prioritize client-first service and business customization. Their guiding principle, “Do you control your journey?\" underscores their approach in Central New York. Through Cambridge, John accesses comprehensive broker-dealer and investment advisory resources that allow him to tailor services specifically to each client’s needs. Cambridge’s foundation since 1981 and commitment to independent financial planning align with John’s belief that Central New York families deserve both the expertise and flexibility to organize their financial lives their way. Securities offered through registered representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research, Inc, a Registered Investment Advisor. Cambridge and Whelan Scott Asset Management are not affiliated. 1 Madison Avenue, Morristown, NJ 07960.