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Alex B

CFP®, ChFC®, RICP®

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Approaching retirement

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Michelle M

CFP®, Series 65

Quincy, MA

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General retirement planning Cash flow / budgeting Self-Employed
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Matthew H

CFP®, CFA®, Series 63, Series 65

Braintree, MA

Dreamfield Planning Group, LLC

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

Wealth management Active portfolio management General retirement planning Mid-Career Professionals Baby Boomers (Born 1946-1964)
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Adam A

CFA®, Series 65

Cambridge, MA

Peabody River Asset Management, LLC

Active portfolio management Tax-loss harvesting Retirement income strategy
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Charles L

Series 65

Wayland, MA

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General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
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Robert L

Series 65

Arlington, MA

Aztec Capital LLC

Options & derivatives strategies Active portfolio management
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Michael O

PFSâ„¢, Series 65

Millis, MA

MOK Financial Planning & Tax, Inc.

Wealth management Tax-loss harvesting Real estate investing
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Steve N

CFA®, Series 63

Boston, MA

Woodland Investment Consulting LLC

Wealth management Retirement income strategy
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Theodore W

CFP®, Series 63, Series 66

Medfield, MA

Wolfstich Capital, LLC

Wealth management
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William C

CFP®, Series 65

Wellesley, MA

Curtin Financial Management, Inc.

Passive / index investing Active portfolio management
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Fermo B

Series 65

Newton Upper Falls, MA

Fabco Investment Advisors, LLC

General retirement planning Roth conversion strategy College savings (529s, UTMA, etc.) General tax planning Real estate investing
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