Creve Coeur Financial Planning and Wealth Managment
Wealth Management in Creve Coeur
When searching for wealth management, Creve Coeur residents can call One Bridge Wealth Management. We are an independent firm of financial planning consultants founded by a team of educated and dedicated wealth management professionals professionals. Our mission is to continuously improve the financial lives of our clients and their families by consistently delivering high quality, personalized services to them. Our clients can think of us as their outsourced CFO. First, we get to know the clients and their financial needs, goals, risk tolerance and time horizon. Then, together, we design a customized, comprehensive financial plan, including investment selection, to help them reach those needs and goals. After the design phase, we work with you long-term to execute the plan, to make sure you are staying on track, and to adjust the plan when needed when things change. We look forward to serving you and your family.
When searching for wealth management, Creve Coeur residents can call One Bridge Wealth Management. We are an independent firm of financial planning consultants founded by a team of educated and dedicated wealth management professionals professionals. Our mission is to continuously improve the financial lives of our clients and their families by consistently delivering high quality, personalized services to them. Our clients can think of us as their outsourced CFO. First, we get to know the clients and their financial needs, goals, risk tolerance and time horizon. Then, together, we design a customized, comprehensive financial plan, including investment selection, to help them reach those needs and goals. After the design phase, we work with you long-term to execute the plan, to make sure you are staying on track, and to adjust the plan when needed when things change. We look forward to serving you and your family.
Our Services
One Bridge Wealth Management offers comprehensive services to encompass the many aspects of a financial plan. Here some main categories:
- Investment Mangement
- Tax Strategies
- Risk Management & Insurance
- Retirement Planning
- Estate Planning
- Business Planning
- Employee Retirement Plan Consulting
- Employer Retirement Plan Consulting
You can find additional information on each of these topics on their specific pages within this website, or you can simply contact us and schedule a consultation. We look forward to discussing all the ways we can help you at One Bridge Wealth Management.
Retirement Planning
When is the right time to start planning for retirement? Probably now, whether that day is today, many years out or some time in-between. Determining how much money you’ll need to keep your comfortable lifestyle in retirement is one of the first criteria we’ll evaluate. We can run a Monte Carlo analysis, showing a variety of different outcomes based on your current finances and investments. With this information we can better design an optimal strategy for your golden years. We can address specific questions about retirement as well. For example, When can I retire? How much money do I need to retire? How should my money be invested when I retire? When should I take social security? How will retirement affect my taxes? When you need a financial advisor, Creve Coeur can turn to One Bridge Wealth Management.
Risk Management & Insurance
Managing risk is a critical component of a financial plan. We assess the risks to your plan and then review how to manage them. The most common risks we see, besides the risks caused by a market downturn, are risks relating to death, disability, and loss of income. While these risks cannot be eliminated, they can be efficiently managed through insurance whereby the risk is transferred to the insurance company. We will discuss options for life insurance, long-term care insurance and/or disability insurance, depending upon your personal risks and needs. When you need assistance with anything related to wealth management, Creve Coeur residents can use the advice and services from One Bridge.
Risk Management & Insurance
Managing risk is a critical component of a financial plan. We assess the risks to your plan and then review how to manage them. The most common risks we see, besides the risks caused by a market downturn, are risks relating to death, disability, and loss of income. While these risks cannot be eliminated, they can be efficiently managed through insurance whereby the risk is transferred to the insurance company. We will discuss options for life insurance, long-term care insurance and/or disability insurance, depending upon your personal risks and needs. When you need assistance with anything related to wealth management, Creve Coeur residents can use the advice and services from One Bridge.