Whelan Scott of Central New York

As a senior wealth advisor with Whelan Scott Asset Management, John Kirwan plays a key role in expanding the firm’s well-established services from New Jersey into the Syracuse and broader Central New York market. Whelan Scott is known for disciplined financial planning and investment management. By extending their presence into Central New York through John, the firm now offers local families structured, compliance-forward financial services previously unavailable in this market. This affiliation provides clients with a full spectrum of services including retirement asset organization, investment reviews, and multi-generational financial strategies. The combined expertise of Whelan Scott and John Kirwan represents a trusted, long-term financial organization platform for Central New York households.

In addition to his role with Whelan Scott Asset Management, John Kirwan 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 John’s 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.