>$0.5B IN ASSETS UNDER MANAGEMENT

Your Financial
Future, Illuminated

With over 35 years of experience, I help families grow and protect their wealth. My approach combines personalized strategies with a deep understanding of markets.

SCHEDULE A CONSULTATION
$0.5B IN ASSETS UNDER MANAGEMENT

Your Financial
Future, Illuminated

With over 35 years of experience, I help families grow and protect their wealth. My approach combines personalized strategies with a deep understanding of markets.

SCHEDULE A CONSULTATION

+35

YEARS OF EXPERIENCE

+400

ACTIVE CLIENT ACCOUNTS

+500 Million

MILLIONS OF ASSETS HANDLING

Carolann Steinhoff

Wealth management isn’t just about numbers it’s about people, goals, and the legacy you want to leave behind.

Queensbury Securities
MEET TRUSTED WEALTH ADVISOR

Meet Carolan Steinhoff

Carolann brings wisdom, strategy, and an unshakable commitment to client success. Learn more about her personalized approach to wealth management.

I’m proud to have top designations in the industry, including:

CFP® (Certified Financial Planner)
CIWM® (Certified International Wealth Manager)
CIM® (Chartered Investment Manager)
Meet Carolann
CORE SERVICES

Explore Our Comprehensive
Service Offerings

Investment Portfolio Management

Retirement & Income Planning

Generational Wealth Strategies

Risk Management

Active oversight and custom strategies aligned to your risk profile and goals.

Ensuring your lifestyle is supported for decades to come.

Helping families preserve and pass down wealth across generations.

Strategic protection tailored to your life stage and assets.

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TODAY’S SNAPSHOT

Indexes at a Glance

A quick snapshot of the major indexes their latest closes and daily change.

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.

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