Financial Planning and Wealth Management in St. Charles, MO

Financial Advice in St. Charles, MO.

One Bridge Wealth Management’s places the highest value in our clients’ financial wishes. We are an independent firm that places great value on integrity and honest, and we’re passionate about our work. Our team members are competent, educated professionals with the desire and the dedication to deliver a high quality, more personalized services to our clients. We take the time to get to know you and your family, so we can better understand your needs and goals. When you need financial planning, St. Charles, MO residents can choose One Bridge Wealth Management.

What We Offer

We offer a comprehensive set of services that encompass many aspects of a financial plan, including but not limited to:

  • Investment Mangement 
  • Tax Strategies
  • Risk Management & Insurance
  • Retirement Planning
  • Estate Planning 
  • Business Planning
  • Employee Retirement Plan Consulting
  • Employer Retirement Plan Consulting 

You can find more information about any of these topics on their specific pages within this website, or contact us to schedule a consultation, where we would be happy to discuss the different ways we can be of service to you and your family. Here is additional information on two current topics of interest:

Business Planning

If you are a small business owner, business financial planning can be an invaluable service. From a tax perspective, there are different benefits and efficiencies of which can be taken advantage. One benefit to starting a business is tax deductions you may be eligible to take. Have you heard about the "SECURE" Act, passed in 2019? It makes eligible a $500 incentive for small businesses who set up a new 401K retirement plan for its employees. If the business designs the plan with auto enrollment, it is eligible for an additional $500 incentive. We can show you options for more efficient business planning such as:

  • Risk Management
  • Distribution to the owners
  • Succession Planning 

If you are seeking advice on personal investments, be it stocks, bonds, retirement planning or small business planning, St. Charles, MO. has One Bridge Wealth Management as an option.

Estate Planning

This is an area many people do not address, but it is so important in order to avoid the lengthy process of probate that our loved ones might have to endure. Having the proper legal documentation is essential to ensure that your assets are distributed in the manner you choose to whomever you choose. It helps secure that your beneficiaries receive the most from your assets, instead of their inheritance being reduced by probate, taxes and other fees. There are different ways to achieve this. Should you use beneficiary titling with a per stirpes designation or something more targeted and detailed like a trust? Estate planning can help you gain control over your assets in life and, in many cases, maintain it upon death if structured correctly.
When searching for quality investment representatives, St. Charles, MO. can choose One Bridge Wealth Management.

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