Guiding widows through
financial transitions
Guiding widows through
financial transitions
Christian Amsberry is a financial planner,
empowering widows with financial confidence
Christian Amsberry is a financial planner,
empowering widows with financial confidence
45-min course
Take advantage of this guided 5-part course taught by me (Christian)
Take advantage of this
guided 5-part course
taught by me (Christian)
created just for widows to help YOU confidently plan your next chapter
"I needed a guide"
Everyone has opinions about what you should do, but no one understands what you're going through. I provide the personalized support that takes the overwhelming tasks off your shoulders, so you can focus on healing at your own pace.
"I needed a guide"
Everyone has opinions about what you should do, but no one understands what you're going through. I provide the personalized support that takes the overwhelming tasks off your shoulders, so you can focus on healing at your own pace.
Prefer to Just Call?
If scheduling online feels like too much right now, that’s okay, just call me directly at
925-768-5234
If I miss it, I'll call you right back
Hi, I'm Christian.
For more than twenty years I've helped women organize their financial lives after losing a spouse. I understand the weight you're carrying right now because I've walked through this journey with so many women who felt exactly like you do. My approach is straightforward: I take care of the financial details that overwhelm you so you can focus on healing.
I chose to keep my practice small so you always work directly with me. When you're ready to talk, you reach me personally. When concerns come up at unexpected moments, I'm here to address them. You deserve this level of care and attention during one of the most challenging times in your life.
Hi, I'm Christian.
For more than twenty years I've helped women organize their financial lives after losing a spouse. I understand the weight you're carrying right now because I've walked through this journey with so many women who felt exactly like you do. My approach is straightforward: I take care of the financial details that overwhelm you so you can focus on healing.
I chose to keep my practice small so you always work directly with me. When you're ready to talk, you reach me personally. When concerns come up at unexpected moments, I'm here to address them. You deserve this level of care and attention during one of the most challenging times in your life.
Rebecca's Experience
When Rebecca needed financial guidance during a difficult transition, she found the personal attention and expertise that helped her regain confidence in her future.
Rebecca's Experience
When Rebecca's husband passed away, grief wasn't her only burden. Financial anxiety took over as she wondered whether she could retire or event pay next month's bills. Her transformation from overwhelmed widow to empowered investor will show you exactly what's possible when personal guidance meets genuine care.
DISCLAIMER: Rebecca is a current client and has been since 2024. This is a voluntary testimonial, no compensation was provided. Views are personal to Rebecca and may not represent all client experiences. Past results do not guarantee future performance, investing involves risk, including loss of principal
Hi, I'm Christian.
For more than twenty years I've guided widows though everything from unlocking frozen bank accounts to translating pension-speak into plain English. Every meeting feels life lifting a weight off a friend's shoulders. We take one task at a time- retitling accounts, tracking down benefits, building a steady "paycheck" from investments- so you can breathe and focus on healing.
After two decades of advising at a large firms, I built Concierge Wealth deliberately small, which means every phone call, Zoom, or "Am I doing this right?" text lands directly with me. No layers of staff, no scripted answers- just a real conversation whenever you need it. And I'm not at desk, you'll likely find me on Oregon trail with my wife, Tammi, and our dog, Boss, reminding myself that true wealth is measured in memories as much as in markets.
Hi, I'm Christian.
For more than twenty years I've guided widows through everything from unlocking frozen bank accounts to translating pension-speak into plain English. Every meeting feels life lifting a weight off a friend's shoulders. We take one task at a time- retitling accounts, tracking down benefits, building a steady "paycheck" from investments- so you can breathe and focus on healing.
After two decades of advising at large firms, I built Concierge Wealth deliberately small, which means every phone call, Zoom, or "Am I doing this right?" text lands directly with me. No layers of staff, no scripted answers- just a real conversation whenever you need it. When I'm not at my desk, you'll likely find me on Oregon trail with my wife, Tammi, and our dog, Boss, reminding myself that true wealth is measured in memories as much as in markets.
Rebecca's Experience
When Rebecca's husband passed away, grief wasn't her only burden. Financial anxiety took over as she wondered whether she could retire or even pay next month's bills. Her transformation from overwhelmed widow to empowered investor will show you exactly what's possible when personal guidance meets genuine care.
Rebecca's Experience
When Rebecca's husband passed away, grief wasn't her only burden. Financial anxiety took over as she wondered whether she could retire or event pay next month's bills. Her transformation from overwhelmed widow to empowered investor will show you exactly what's possible when personal guidance meets genuine care.
DISCLAIMER: Rebecca is a current client and has been since 2024. This is a voluntary testimonial, no compensation was provided. Views are personal to Rebecca and may not represent all client experiences. Past results do not guarantee future performance, investing involves risk, including loss of principal
Client Testimonials
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited, and no cash or non-cash compensation was paid for such testimonials. No client or potential client should assume that any information presented or made available in this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. This video features a short clip from a longer conversation. You can view the full discussion here:
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited, and no cash or non-cash compensation was paid for such testimonials. No client or potential client should assume that any information presented or made available in this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. This video features a short clip from a longer conversation. You can view the full discussion here:
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited, and no cash or non-cash compensation was paid for such testimonials. No client or potential client should assume that any information presented or made available in this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. This video features a short clip from a longer conversation. You can view the full discussion here:
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited, and no cash or non-cash compensation was paid for such testimonials. No client or potential client should assume that any information presented or made available in this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. This video features a short clip from a longer conversation. You can view the full discussion here:
DISCLAIMER: is a current client and has been since 2024. This is a voluntary testimonial, no compensation was provided. Views are personal to Rebecca and may not represent all client experiences. Past results do not guarantee future performance, investing involves risk, including loss of principal
DISCLAIMER: is a current client and has been since 2024. This is a voluntary testimonial, no compensation was provided. Views are personal to Rebecca and may not represent all client experiences. Past results do not guarantee future performance, investing involves risk, including loss of principal
DISCLAIMER: is a current client and has been since 2024. This is a voluntary testimonial, no compensation was provided. Views are personal to Rebecca and may not represent all client experiences. Past results do not guarantee future performance, investing involves risk, including loss of principal
DISCLAIMER: is a current client and has been since 2024. This is a voluntary testimonial, no compensation was provided. Views are personal to Rebecca and may not represent all client experiences. Past results do not guarantee future performance, investing involves risk, including loss of principal
How Concierge Can Help
You shouldn't have to navigate financial complexity while you're grieving.
Monthly Income You Can Rely On
We'll organize all your accounts and benefits so you receive steady, predictable income. You'll sleep better knowing your bills are covered and your future is secure.
Investments That Protect What Matters Most
Your money gets repositioned to match your new life. We focus on preserving what you need while still growing what you can afford to risk.
Tax Planning That Saves You Money
Working with your CPA, we'll reduce what you owe and keep more money in your hands through strategic moves made at the right time.
Support With Everything Else
When you need help selling property, managing family conversations, or finding trusted professionals, I'm here to guide you through those decisions too.
The Path to Empowerment
Losing a spouse can make money matters feel overwhelming; this gentle, step-by-step process guides you from uncertainty to calm confidence
The Path to Empowerment
We'll start with a simple conversation and take everything at whatever pace feels right for you.
Our First Conversation
We'll spend 20 minutes talking about what's on your mind right now. I'll listen to your concerns and we can decide together if a longer conversation would help.
Discovery Meeting
In our one-hour meeting, we'll go through everything, including your accounts, benefits, worries, and even the paperwork you've been avoiding. You'll understand exactly how I can help.
Getting Organized Meeting
I'll handle the immediate tasks while getting all your documents organized securely, such as updating beneficiaries and stabilizing your income.
Your Concierge Wealth Plan Creating Your Roadmap
We'll work together to build your complete financial plan at whatever pace feels comfortable. You'll have clarity about your future and direct access to me when questions arise.
Our First Conversation
We'll spend 20 minutes talking about what's on your mind right now. I'll listen to your concerns and we can decide together if a longer conversation would help.
Discovery Meeting
In our one-hour meeting, we'll go through everything, including your accounts, benefits, worries, and even the paperwork you've been avoiding. You'll understand exactly how I can help.
Getting Organized Meeting
I'll handle the immediate tasks while getting all your documents organized securely, such as updating beneficiaries and stabilizing your income.
Your Concierge Wealth Plan Creating your Roadmap
We'll work together to build your complete financial plan at whatever pace feels comfortable. You'll have clarity about your future and direct access to me when questions arise.
Ongoing Support
Regular check-ins and ongoing support whenever you need it. Important decisions don't keep business hours, and neither do I.
Ongoing Support
Regular check-ins and ongoing support whenever you need it. Important decisions don't keep business hours, and neither do I.
Frequently Asked Questions
If you have other questions, please don't hesitate to reach out to me directly
Who do you work with as a financial planner?
I specialize in working with widows and women who have recently lost a spouse and have investment assets of $1,000,000 or more. My clients value personalized financial planning services and direct access to their advisor during this difficult transition.
What are your investment minimums for financial planning services?
I typically work with clients who have at least $1,000,000 in investable assets. For women with smaller portfolios, I offer comprehensive financial planning services if you can meet our minimum planning fee requirements.
Do you provide financial planning services outside California?
Yes, I serve clients throughout the United States through secure video conferencing technology. While my office is located in San Francisco, California, I work virtually with widows nationwide who need specialized financial guidance.
Do you prepare taxes or provide estate planning services?
I'm not a CPA or estate planning attorney, but I work closely with exceptional tax professionals and estate attorneys who specialize in helping widows. I'm happy to connect you with trusted experts from my professional network.
How much do financial planning services cost?
I charge a comprehensive financial planning fee for developing your personalized strategy, plus an additional asset management fee if you choose direct investment management services. You'll receive a detailed fee proposal after our initial discovery meeting.
Where are client investment accounts held, and how is my money protected?
All client investment accounts are held at major institutional custodians like Charles Schwab and Fidelity, never at my firm. These custodians provide SIPC insurance protection and independent oversight of your assets for maximum security.
Who else supports your financial planning practice?
While you always work directly with me for financial planning decisions, I partner with Titleist Asset Management for operational support, compliance oversight, and investment management infrastructure. This ensures you receive institutional-quality service while maintaining our personal relationship.
Ready to Take the
First Step?
Ready to Take the First Step?
Your journey to financial empowerment and confidence begins with a simple conversation
201 Spear Street, Suite 1100
San Francisco, CA 94105-6164
© 2025 Concierge Wealth
All investment advisory services are provided through Titleist Asset Management LLC (“TAM”), an SEC registered investment adviser. All securities services provided under the name Concierge Wealth are offered through Titleist Capital LLC. ("TC"), Member FINRA / SIPC. Registration with the SEC does not imply a certain level of skill or expertise. Neither TC nor TAM provides legal or tax advice. Please consult your attorney and/or tax advisor for such services. For more information on TAM’s advisory services please click on the following link https://adviserinfo.sec.gov/firm/summary/323567