Des Peres Financial Planning and Wealth Managment
Who We Are
Whether Mark or John, One Bridge Wealth Management has the independent financial planning consultants Des Peres can trust. We like our clients to think of us as their family's CFO. You can outsource all of your financial matters to us. We founded this firm with the objective of bringing continuous improvement to the financial lives of our clients and their families, as well as to the services we offer. We work closely with our clients, putting their needs first. Our advice and financial plans are designed based on your goals, your risk tolerance, your time horizon, and your needs. One Bridge is comprised of a competent, educated team of wealth management professionals professionals who are passionate about our business. We have the integrity and knowledge necessary for managing your investments and financial plan properly.
Whether Mark or John, One Bridge Wealth Management has the independent financial planning consultants Des Peres can trust. We like our clients to think of us as their family's CFO. You can outsource all of your financial matters to us. We founded this firm with the objective of bringing continuous improvement to the financial lives of our clients and their families, as well as to the services we offer. We work closely with our clients, putting their needs first. Our advice and financial plans are designed based on your goals, your risk tolerance, your time horizon, and your needs. One Bridge is comprised of a competent, educated team of wealth management professionals professionals who are passionate about our business. We have the integrity and knowledge necessary for managing your investments and financial plan properly.
What We Do
We offer a comprehensive set of services pertaining to financial management. Every client is different, with unique needs and financial goals. Here is a list of some of the different aspects of financial planning that we include:
- Investment Management
- Tax Strategies & Planning
- Retirement Planning
- Risk Management & Insurance
- Estate Planning
- Business Planning
- Employee Retirement Plan Consulting
- Employer Retirement Plan Consulting
All these topics are important aspects of wealth management Des Peres residents can utilize. Let's talk about a couple of these topics in more detail. You can also find more information on their specific pages here on our website or contact us to schedule an appointment.
Retirement Planning
Regardless of your age, it's never too early to start planning for your retirement. It’s also never too late. So, if you are already in retirement without a retirement plan, let us know! You may have many questions that we can help you answer here at One Bridge. How can I turn my investments into an income stream? How much can I afford to live on in retirement? When should I file for Social Security? What are the best ways to save for retirement? How can I turn my 401K into a traditional IRA? We can help you make sense of these issues, answer these questions and others, and create a retirement plan designed just for you.
Estate Planning
As with retirement planning, estate planning often goes hand in hand with the overall financial plan. It's one of those things we sometimes put on the back burner but is so important to have, regardless of your age. Estate planning gives you control over what happens to your assets upon death and can avoid a lengthy probate process that could ensue otherwise. This can be done in several different ways. It may be through the efficient titling of assets. Or perhaps establishing a trust is more appropriate. We can help you with your options and make sense of everything. One Bridge is the firm to remember when you need a financial advisor Des Peres residents can trust. Contact us to schedule a consultation to see how we can serve you and your family's financial needs.