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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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Active portfolio management Options & derivatives strategies Concentrated stock management
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Steven A

CFP®

Swansea, MA

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General retirement planning Income planning General tax planning Wealth management
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Series 65

Fall River, MA

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Active portfolio management
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Andrew M

Series 63, Series 66

Wareham, MA

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Equity compensation tax strategy Options & derivatives strategies Retirement income strategy Tax-loss harvesting Debt management
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Michael P

Series 63, Series 65

Marion, MA

Pierre & Company LLC

Passive / index investing Active portfolio management Private / alternative investments
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Dan P

CFP®, CFA®

Fall River, MA

South Coast Planning & Wealth Management

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

General retirement planning Established Professionals Young Professionals
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Robert S

Series 63, Series 65

New Bedford, MA

Yankee Investor, LLC

Active portfolio management
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Darryl M

Series 63, Series 65

Somerset, MA

Wade Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Casey F

CFP®, Series 65

Fairhaven, MA

Pine Haven Investment Counsel, Inc.

Wealth management General retirement planning Charitable giving & philanthropy
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Dennis O

CFP®, Series 63, Series 65

Fall River, MA

Successful Money Strategies Inc

General retirement planning Income planning
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