Financial Advisor for High-Net-Worth Families in St. Louis

Serving $2M–$10M families seeking thoughtful, tax-efficient retirement and estate planning.

We help families preserve and grow meaningful wealth.

One Bridge Wealth Management is an independent wealth management practice in Clayton, Missouri that delivers institutional-caliber tax, estate, and investment planning to high-net-worth St. Louis families with $2M–$10M in investable assets — without the institutional price tag. We operate with the depth and resources of the largest firms, while remaining fiduciaries when managing assets and treating every client like our only client. The firm was founded by John Wahl, CFP®, ChFC®, named to the Forbes 2025 Best-In-State Next-Gen Wealth Advisors list*, alongside co-founder Mark Witthaus — together specializing in tax-efficient retirement income planning, estate planning coordination, and long-term investment management for St. Louis families.

WHO WE SERVE

High-net-worth families often face a different set of planning challenges:

• Multi-account tax coordination
• Retirement income sequencing
• Concentrated stock positions
• Estate planning integration
• Charitable strategies
• Business transition planning

One Bridge Wealth Management works with affluent families who value clarity, structure, and long-term thinking. Our clients are typically families with $2M–$10M in investable assets who are seeking a disciplined, fiduciary approach to preserving and growing meaningful wealth. Learn more about working with a financial advisor for a $2M–$5M portfolio.

OUR APPROACH

As an independent advisory practice based in St. Louis, we provide:

• Comprehensive retirement income planning
• Tax-efficient portfolio construction
• Estate planning coordination
• Ongoing strategic oversight
• Thoughtful, disciplined investment management

We believe wealth should be preserved with intention and grown with discipline. Our planning process integrates investment strategy, tax awareness, and estate considerations into one cohesive long-term framework.

WHY FAMILIES CHOOSE ONE BRIDGE

Families often choose our firm because:

• We act as fiduciaries when managing assets
• We maintain an independent advisory structure
• We focus on tax efficiency, not just returns
• We serve a limited number of families
• We provide direct access and personal accountability

Our work is deliberate, structured, and long-term. We prioritize thoughtful planning over reactive decision-making.

Frequently Asked Questions

Yes. We primarily serve families in the $2M–$10M range located in St. Louis and surrounding communities.
Yes, when managing client assets we act as fiducaries.
While we do not prepare tax returns, we integrate tax-efficient planning into retirement income strategy and portfolio construction, and coordinate with clients’ CPAs when appropriate.
We typically work with families who have $2M+ in investable assets, but can be flexible.

If you are evaluating a financial advisor for your family, we welcome a thoughtful conversation.

Schedule a Private Consultation

We help families preserve and grow meaningful wealth.

*2025 Forbes Top Next-Gen Wealth Advisors, created by SHOOK Research. Presented in Aug 2025; based on 03/31/25 data. Advisors pay a fee to hold out marketing materials . Not indicative of advisor’s future performance. Your experience may vary. View Full List.