THE QUEENSBURY DIFFERENCEIndependent.
Independent.
Integrated.
Insightful.
From investment to estate planning, Carolann offers multi-layered solutions for every stage of life.
OVERVIEW
Overview of Queensbury
Queensbury is a full-service, independent wealth management firm founded in 1987, with a mission to serve clients without bias and with total transparency.
METHODOLOGY
Investment Methodology
Our investment approach is disciplined and research-driven, focusing on long-term outcomes over market speculation. Every portfolio is built on evidence-based strategies, tailored to our clients’ unique goals, risk tolerance, and timelines. Our process ensures clarity, consistency, and confidence across market cycles.
CLIENT-CENTERED APpROACH“We aren’t just managing money.
“We aren’t just managing money.
We’re building relationships based on trust and communication.”
START YOUR JOURNEY
Ready to Take the Next Step?
Wherever you are in your financial journey, I’m here to help you make confident decisions. Let’s focus on what matters most to you.