Here at One Bridge, we provide a comprehensive array of wealth management solutions to individuals, families, small businesses, non-profit organizations and qualified retirement plans.
We work with you and your family to build, manage, preserve, and transfer your wealth according to your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs.
We start by examining the wealth strategies universe and its modules: Accumulation & Investment Selection, Retirement Planning, Estate Planning, Risk Management and Insurance, Education Planning, Charitable Giving Planning, Taxation, and Business Planning.
Then, we create a comprehensive plan: By exploring each module in detail, we will determine which ones require our immediate attention, which ones are more long-term in nature, and which ones, if any, that simply do not apply. From our findings, we will assemble an implementation plan for your financial future.
From there, we support your financial goals: Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. As your trusted advisor, we'll leverage the broad industry experience of our team of financial experts, their deep product knowledge and our comprehensive range of customizable resources to help you build, manage, preserve, and transfer your wealth according to your goals.
John Wahl is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Wahl is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Wahl is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Wahl is required to act in a fiduciary capacity.
More information is available in Commonwealth’s Form CRS.
|Firm Start Year:||2019|
|Name of Broker/Dealer:||COMMONWEALTH FINANCIAL NETWORK|
|States Licensed in:||MO, IL, CA, OH, OR, TN, TX, VA, WA|
|Number of Years with Current Firm:||1|
|I work with the following types of clients:||Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations|
|Advisory Services Provided:||Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance, Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, At my office, Video Conference, Via Email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Long Term Care, Disability|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets, Commissions|
This communication is strictly intended for individuals residing in the states of CA, IL, MO, OH, OR, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. 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 Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
John provides his clients with customized, comprehensive financial advice to help them achieve their goals and live the life they want. As a Certified Financial Planner (CFP®), he specializes in investment strategy, wealth accumulation, education planning, and retirement planning with families and business owners.
Many of John's clients came to him because they no longer wanted the hassle of managing their own portfolios or they were not sure that they were managing it as efficiently and effectively as they wanted. Others were nearing retirement, had a 401(k), and wanted a retirement plan. In addition to investment selection, John includes comprehensive strategies for his clients such as tax-advantaged strategies, risk management solutions such as insurance, and income strategies.
A St. Louis native and CBC graduate, John received his undergraduate degree and MBA from Ole Miss. Today, he puts his experience to work with a passion to improve the financial lives of those around him. That is also one of the main objectives for co-founding One Bridge Wealth Management: to continuously improve the financial lives of his clients and the services delivered to them.
John lives with his wife and son in St. Louis. Other than spending time with them, he enjoys spending time at his family farm, golfing, hunting, traveling, and anything outdoors.
Contact him today to learn more about his services and how One Bridge Wealth Management can help you reach your financial goals.
Mark Witthaus Financial Advisor
Louise Gardner Client Service Associate
|The greater St. Louis Metropolitan area and surrounding areas.|