Thoughtful financial planning for women in tech and widows
We help you coordinate and simplify your financial life
Companies Our Clients Call Home
If you…
Feel overwhelmed by the increasing complexity of your finances
Need help finding simple and effective ways to coordinate your finances
Are navigating the financial implications of a significant life change, such as widowhood, a liquidity event, home purchase or job change
And you're ready to…
Feel secure about your financial independence
Find a balance between work and personal life
Develop a simple, customized financial plan
Then you're in the right place. At Concierge Wealth, we understand your unique challenges and aspirations. We'll work together to create a financial future that aligns with your vision and goals.
Hi, I'm Christian.
My approach to wealth management was shaped by two grandfathers with contrasting financial journeys, teaching me the importance of smart investing and the impact of financial planning on one's life.
With over 20 years in financial services, including roles at Wells Fargo and Merrill Lynch, I founded Concierge Wealth to be a personal trainer for my clients' money, helping professionals, widows, and those acquiring significant wealth make critical financial decisions.
Beyond finance, I'm deeply involved in community service and enjoy exploring life's adventures with my wife Tammi, our dog Boss, and through travel and diverse interests.
How Concierge Can Help
Your financial journey is unique, and so are your concerns. We offer personalized guidance to help you feel confident about your future.
Financial Planning
We help you see the big picture of your finances and plan for your future. From tracking your net worth to planning for retirement and education, we ensure all aspects of your financial life work together smoothly.
Portfolio Management
We build and manage your investment portfolio with a focus on efficiency and tax-smart strategies. Whether it's stocks, bonds, or alternative investments, we tailor your portfolio to your unique needs and goals.
Tax Planning
We work to keep more money in your pocket through smart tax strategies. From Roth conversions to managing your equity compensation, we collaborate with your tax professionals to optimize your tax situation.
Bonus Perks
We're here to support you beyond just money management. From career moves to healthcare choices, we connect you with trusted professionals and provide guidance on life's important decisions.
The Concierge Approach
Taking control of your financial future doesn't have to be overwhelming. Our thoughtful process guides you from uncertainty to confidence, one step at a time.
Our Initial Conversation
This complimentary 20-minute meeting gives you a chance to discuss what’s happening in your financial life that led you to reach out to us. From this conversation, we’ll decide if it makes sense to schedule a complimentary discovery meeting.
Discovery Meeting
In this complimentary one-hour session, we'll dive deeper into your finances and future aspirations. Afterwards, you'll receive a tailored engagement proposal outlining our potential value.
Getting Organized
We'll help you gather essential financial documents and information. Together, we'll identify quick wins and lay the groundwork for your financial success.
Your Concierge Wealth Plan
Through collaborative meetings, we'll develop a comprehensive plan to optimize your finances, covering cash flow, investments, insurance, and estate planning.
Ongoing Support
We provide regular check-ins and on-demand assistance to ensure your plan stays on track. Our service model focuses on execution, accountability, and adapting to life's changes.
Our Fees
We charge an initial planning fee that covers the creation of your financial plan and a year’s worth of consulting services. This fee allows us to focus on developing a tailored financial strategy that meets your goals without any hourly restrictions.
Financial Planning
The fee covers your initial plan and a year’s worth of my consulting services. There’s no ticking clock—I'll spend as much time with you as it takes to design your plan. At the end of the year, we’ll meet and determine whether there is work you would like me to do on an ongoing basis.
Net Worth
Fee
$1mm or less
$5,000
$1mm - $5mm
$6,000
$5mm and up
$7,500+
Investment Management
If you want help managing your investments, we can do that as well. Being open architecture, you can have your accounts with Schwab, Fidelity, or utilize both custodians.
Investment fee schedule available upon request.
Ready to Take the First Step?
Your journey to financial clarity and confidence begins with a simple conversation.