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 certified 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"
No woman should feel un-empowered amidst grief and piles of unwanted responsibilities: bank accounts, legal filings. and investment statements. At Concierge Wealth, everything I do is designed to lift that weight, bring order to the chaos, and help you step into your next chapter with genuine confidence.
"I needed a guide"
No woman should feel un-empowered amidst grief and piles of unwanted responsibilities: bank aaccounts, legal fillings. and investment statements. At Concierge Wealth, everything I do is designed to life that weight, bring order to the chaos, and help you step into your next chapter with genuine confidence.
Prefer to Just Call?
If filling out forms 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 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
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
Every widow's financial story is different. My concierge process meets you
exactly where you are- turning daunting to-dos into a clear, compassionate
plan so you can breathe again.
Financial Planning
Together we'll map every accounts and benefit, create a clear cash-flow plan, and set gentle guardrails so daily needs, housing, children and long-term security all feel settled.
Portfolio Management
Next, I'll realign your investments around survivor benefits, distribution rules, and your new risk comfort, balancing preservation and growth towards goals that now truly fit.
Tax Planning
I team up with your CPA to time Roth conversions, harvest losses, and adjust filings, softening the widow's penalty and keeping more in your hands.
Concierge Support
I'm here to support you beyond money management. From career moves to retirement, and from healthcare choices to connecting you with the right professionals. I'm here to help
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
Losing a spouse can make money matters feel overwhelming; this gentle,
step-by-step process guides you from uncertainty to calm confidence
Our Initial Conversation
In a complimentary 20-minute call, you share what's change since your loss and the worries on your mind. I listen first, then we decide together if moving to a deeper discovery session feels right
Discovery Meeting
During a relaxed, one-hour Zoom, we unpack every account, benefits and goal- even the ones still hidden in paperwork. You'll leave with a clear engagement proposal showing exactly how I can lighten your load.
Getting Organized
Next, we gather wills, statements, insurance policies, and Social Security details in to a secure digital vault. Quick wins- like updating beneficiaries and stabilizing cash flow- bring immediate relief and set the foundation for long-term planning
Your Concierge Wealth Plan
Through collaborative meetings, we craft a holistic roadmap for income, investments, taxes and estate wishes, paced to your comfort. You gain a clear plan and a trusted partner walking beside you into your next chapter.
Our Initial Conversation
In a complimentary 20-minute call, you share what's change since your loss and the worries on your mind. I listen first, then we decide together if moving to a deeper discovery session feels right
Discovery Meeting
During a relaxed, one-hour Zoom, we unpack every account, benefits and goal- even the ones still hidden in paperwork. You'll leave with a clear engagement proposal showing exactly how I can lighten your load.
Getting Organized
Next, we gather wills, statements, insurance policies, and Social Security details in to a secure digital vault. Quick wins- like updating beneficiaries and stabilizing cash flow- bring immediate relief and set the foundation for long-term planning
Your Concierge Wealth Plan
Through collaborative meetings, we craft a holistic roadmap for income, investments, taxes and estate wishes, paced to your comfort. You gain a clear plan and a trusted partner walking beside you into your next chapter.
Ongoing Support
With regular check-ins and on- demand assistance, I do my best to ensure your plan stays on track
Ongoing Support
With regular check-ins and on- demand assistance, I do my best to ensure your plan stays on track
Frequently Asked Questions
If you have any other questions, please message me in the chat
Who do I work with?
I work closely with women who have lost a spouse and find themselves facing new financial responsibilities. My goal is to walk alongside you, helping to bring clarity and peace of mind during a very difficult season. I want you to know you don’t have to go through this alone. I’ll be here to guide you step by step with patience and care.
Do you have an investment minimum?
We work best with diligent savers and high earners who have accumulated investment and retirement assets of $1,000,000 or can pay a minimum fee from cash flow.
Do you work with clients outside California?
Yes! Though we are located in California, we work virtually with clients all over the country. If we travel to your area or you come to San Francisco, we’d love to get together.
Do you do prepare taxes or create wills?
No, we’re not attorneys or accountants but we know many that we would be happy to connect you with.
How do you get paid?
We charge a fee for our planning and an additional fee if we directly manage your investments.
Is my money safe?
We utilize both Charles Schwab and Fidelity as custodians for your accounts.
Who else is on your team?
We want to focus our time and energy on what we do best, working with you. As you can imagine there’s a lot of things that happen behind the scenes with our business. Because of that I’ve partnered with Titleist Asset Management. Titleist helps by providing client servicing, investment management and operational support.
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