Schedule Call

*Tell us a bit about yourself.

*Nice to meet you.

*We have a $750,000 investment minimum to help ensure an optimal client experience as we dedicate resources to supporting each household.

Christian has a strong focus on helping widows and widowers navigate major financial transitions, but you do not have to be one to work with him.

OK

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

Subscribe to widow-focused financial updates

Get weekly emails from Mitch. No sales. No spam. Just quarterly information to help you on your financial journey.

Unable to find form

Farther is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The content on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory services are offered only through a written agreement with Farther. All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. Client testimonials and endorsements reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed. Farther may provide guidance on financial planning concepts, but does not offer legal or tax advice. Clients should consult their own legal or tax professionals for advice specific to their situation. Copyright © 2025 Farther. All rights reserved.