John C. Wahl
John specializes in helping affluent families, successful professionals, business owners, and retirees make smarter financial decisions, manage taxes, and get more out of the wealth they've worked hard to build. His focus is on helping clients grow, protect, and enjoy their wealth through thoughtful investment management and coordinated financial planning.
Many of John's clients have accumulated significant investment assets but recognize that managing their wealth has become increasingly complex. Some are approaching retirement and want to know when they can comfortably retire and how much they can spend. Others are already retired and want to develop a sustainable retirement income strategy, manage taxes, and preserve their wealth. Still others simply want an experienced professional overseeing their investments so they can spend less time managing their finances and more time enjoying life.
As a CERTIFIED FINANCIAL PLANNER" professional and Chartered Financial Consultant®, John takes a comprehensive approach that goes well beyond investment selection. His areas of expertise include investment and portfolio management, retirement income planning, Roth conversions, tax-efficient investment strategies, 401(k) and IRA rollovers, and long-term wealth preservation.
John believes successful wealth management isn't just about investment returns. It's about making thoughtful, coordinated decisions that help clients manage taxes, avoid costly mistakes, and make the most of their financial opportunities.
A St. Louis native, John earned his Economics degree and MBA from the University of Mississippi (Ole Miss), along with his CFP® and ChFC® designations through The American College of Financial Services. He co-founded One Bridge Wealth Management to provide personalized advice, proactive planning, and a high level of client service.
John lives in St. Louis with his wife, Sarah, and their three children. Outside the office, he enjoys spending time with his family, visiting the family farm, golfing, hunting, traveling, and the outdoors.
Whether you're preparing for retirement, managing a substantial investment portfolio, or looking for a more proactive approach to your financial future, John welcomes the opportunity to learn about your goals and explore how One Bridge Wealth Management can help.
We work primarily with individuals and families who have accumulated substantial investment assets and want an experienced financial advisor to help them make the most of their wealth.
Many of our clients are approaching retirement, recently retired, or simply looking for a more proactive and comprehensive approach to managing their investments. They want to know when they can retire, how much they can comfortably spend, how to manage taxes, and whether their investments are positioned appropriately for their goals.
Our approach goes beyond simply managing a portfolio. We coordinate investment management with retirement income planning, Roth conversions, tax-efficient withdrawal strategies, estate planning considerations, and other important financial decisions.
What makes One Bridge different is our commitment to personalized advice, proactive planning, and long-term client relationships. We believe clients deserve more than investment recommendations. They deserve an advisor who understands their entire financial picture and helps them navigate important decisions as their lives evolve.
Whether you're preparing for retirement, managing a substantial investment portfolio, or looking for a financial advisor who takes a more comprehensive approach, we welcome the opportunity to learn about your goals.
CFP® professionals are subject to the CFP Board's fiduciary duty when providing Financial Advice to clients, as described in the CFP Board's Code of Ethics and Standards of Conduct.
Additional information and disclosures: https://www.kestrafinancial.com/disclosures
Our Team
2019
2-4 Employees
8389910
COMMONWEALTH FINANCIAL NETWORK
MO, IL, CA, OH, OR, TN, TX, VA, WA, FL
The greater St. Louis Metropolitan area and surrounding areas.
6
Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Risk Management
Disability, Long Term Care, Life
Financial Planning Association (FPA)
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Yes
Your Office, Email, Phone, Our Office, Your Home, Video Conference
Fee-Based
$500,000
Commissions, Based on Assets
One Bridge Wealth Management LLC | Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. One Bridge Wealth Management is not affiliated with Kestra IS or Kestra AS. One Bridge Wealth Management, Kestra IS and Kestra AS do not provide tax or legal advice. https://www.kestrafinancial.com/disclosures
Additional Detailed Disclosures
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Kestra Financial ®, Member FINRA/SIPC, a Registered Investment Adviser.
One Bridge Wealth Management LLC | Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. One Bridge Wealth Management is not affiliated with Kestra IS or Kestra AS. One Bridge Wealth Management, Kestra IS and Kestra AS do not provide tax or legal advice. https://www.kestrafinancial.com/disclosures
