What's in it for you as a CPA
This isn't a mass referral program. Christian works with a handful of CPAs he trusts and who trust him back. Here's what that relationship looks like in practice.
A Referral Source That Sends, Not Competes
Christian refers widows to CPAs in his network for all tax preparation and strategy. He never prepares returns, never gives tax advice, and never will. When a widow enters his practice, the first call he makes is to her CPA or to a trusted one in his network.
Your Strategy, Executed Without Deviation
Christian coordinates the financial logistics so your directives are carried out precisely. No rogue advisor rebalancing a portfolio and triggering a $400K capital gains event you didn't approve.
Clean Data Before Your Deadlines
No more chasing a grieving widow for account statements across five custodians. Christian delivers organized Form 706 data packages, date-of-death valuations, and basis documentation directly to your office before your filing window closes.
The Emotional Bandwidth You Don't Have
She calls because she's overwhelmed. She needs someone to walk her through what happens next. That person is Christian. You get the professional coordination and he absorbs the emotional weight.
Meet Christian Amsberry
"He can organize the complex information that I need so that I can apply the judgment I like applying very quickly, very astutely"
Matt Diamond, CPA & CFA Charter Holder
A plan for the widow. Not just prep
Christian's entire practice is built around helping widows after their spouse passes and coordinating trusted professionals to optimize her plan.
He inventories every account, insurance policy, and real estate holding. He coordinates appraisals, tracks deadlines, manages custodian calls, and delivers your office a clean, labeled data package instead of a shoebox of receipts and three forwarded email threads.
The widow calls Christian when she's overwhelmed at midnight. She calls Christian when the broker suggests rebalancing. She calls Christian when she wants to sell the house before the Prop 19 deadline is handled. And Christian's answer is always the same: "Let me check with your CPA first."
What Christian is hoping to accomplish on this call
This is a 30-minute networking conversation, not a demo or a pitch. Christian is looking for long-term professional relationships, not quick transactions.
Understand your practice
Christian wants to know what types of estates you handle, your typical client profile, and where the operational pain points are in your post-death workflow.
Explore mutual fit
This isn't a sales pitch. Christian is evaluating whether your practice aligns with the kind of widows he serves and whether his coordination model would genuinely reduce your workload.
Swapping resources to help one another
Over the years Christian has compiled and built resources to assist both CPAs and widows to succeed. He's more than happy to share those with you on the call.
Decide together if there's a next step
If the fit is right, the next step is simple: Christian adds you to his referral network. The next time a widow needs a CPA, your name comes up first. No contracts, no obligations.
Built for this specific work
Christian built Concierge Wealth around protecting widows' futures, planning properly for what they don't know to protect after their spouse passes.
He capped his practice at 50 households because this work requires presence. Sitting at her kitchen table, answering her calls, coordinating with her CPA and attorney in real time. You can't do that at scale, and he refuses to try.
The CPAs who work with Christian don't just get cleaner data. They get a professional who treats their strategic authority as non-negotiable and a partner who sends referrals, not competition.
Schedule your 30-minute
networking call
Christian Amsberry is a financial advisor. This page is directed to licensed tax and financial professionals and is for informational purposes only. Nothing on this page constitutes tax advice, legal advice, or a solicitation of advisory services. Christian Amsberry does not prepare tax returns, provide legal counsel, or hold himself out as a CPA or attorney. The tools and resources provided are educational and operational resources for professional use. Asset custody held at Charles Schwab & Fidelity Investments.
Christian Amsberry is a financial advisor. This page is directed to licensed tax and financial professionals and is for informational purposes only. Nothing on this page constitutes tax advice, legal advice, or a solicitation of advisory services. Christian Amsberry does not prepare tax returns, provide legal counsel, or hold himself out as a CPA or attorney. The tools and resources provided are educational and operational resources for professional use. Asset custody held at Charles Schwab & Fidelity Investments.
What's in it for you as a CPA
This isn't a mass referral program. Christian works with a handful of CPAs he trusts and who trust him back. Here's what that relationship looks like in practice.
A Referral Source That Sends, Not Competes
Christian refers widows to CPAs in his network for all tax preparation and strategy. He never prepares returns, never gives tax advice, and never will. When a widow enters his practice, the first call he makes is to her CPA or to a trusted one in his network.
Your Strategy, Executed Without Deviation
Christian coordinates the financial logistics so your directives are carried out precisely. No rogue advisor rebalancing a portfolio and triggering a $400K capital gains event you didn't approve.
Clean Data Before Your Deadlines
No more chasing a grieving widow for account statements across five custodians. Christian delivers organized Form 706 data packages, date-of-death valuations, and basis documentation directly to your office before your filing window closes.
The Emotional Bandwidth You Don't Have
She calls because she's overwhelmed. She needs someone to walk her through what happens next. That person is Christian. You get the professional coordination and he absorbs the emotional weight.
Meet Christian Amsberry
"He can organize the complex information that I need so that I can apply the judgment I like applying very quickly, very astutely"
Matt Diamond, CPA & CFA Charter Holder
A plan for the widow. Not just prep
Christian's entire practice is built around helping widows after their spouse passes and coordinating trusted professionals to optimize her plan.
He inventories every account, insurance policy, and real estate holding. He coordinates appraisals, tracks deadlines, manages custodian calls, and delivers your office a clean, labeled data package instead of a shoebox of receipts and three forwarded email threads.
The widow calls Christian when she's overwhelmed at midnight. She calls Christian when the broker suggests rebalancing. She calls Christian when she wants to sell the house before the Prop 19 deadline is handled. And Christian's answer is always the same: "Let me check with your CPA first."
What Christian is hoping to accomplish on this call
This is a 30-minute networking conversation, not a demo or a pitch. Christian is looking for long-term professional relationships, not quick transactions.
Understand your practice
Christian wants to know what types of estates you handle, your typical client profile, and where the operational pain points are in your post-death workflow.
Explore mutual fit
This isn't a sales pitch. Christian is evaluating whether your practice aligns with the kind of widows he serves and whether his coordination model would genuinely reduce your workload.
Swapping resources to help one another
Over the years Christian has compiled and built resources to assist both CPAs and widows to succeed. He's more than happy to share those with you on the call.
Decide together if there's a next step
If the fit is right, the next step is simple: Christian adds you to his referral network. The next time a widow needs a CPA, your name comes up first. No contracts, no obligations.
Built for this specific work
Christian built Concierge Wealth around protecting widows' futures, planning properly for what they don't know to protect after their spouse passes.
He capped his practice at 50 households because this work requires presence. Sitting at her kitchen table, answering her calls, coordinating with her CPA and attorney in real time. You can't do that at scale, and he refuses to try.
The CPAs who work with Christian don't just get cleaner data. They get a professional who treats their strategic authority as non-negotiable and a partner who sends referrals, not competition.
Schedule your 30-minute
networking call
Christian Amsberry is a financial advisor. This page is directed to licensed tax and financial professionals and is for informational purposes only. Nothing on this page constitutes tax advice, legal advice, or a solicitation of advisory services. Christian Amsberry does not prepare tax returns, provide legal counsel, or hold himself out as a CPA or attorney. The tools and resources provided are educational and operational resources for professional use. Asset custody held at Charles Schwab & Fidelity Investments.
201 Spear Street, Suite 1100
San Francisco, CA 94105-6164
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