Direct booking

firm logo

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

Advisors near 06355

Out of 400,000+ nationwide

firm logo

Marc L

CFP®

Waterford, CT

In the Money Retirement Planning Limited Liability Company

With family at the center of everything I do, I help you build, manage, and protect your wealth—so your loved ones inherit clarity, not chaos. As a family wealth advisor specializing in estate planning, my work goes beyond documents. I help families align their estate plan with their retirement strategy, tax decisions, and investments—so everything works together as one coordinated plan. Too often, I meet families in the middle of avoidable situations: messy estate settlements, unexpected tax bills, unclear wishes, and financial decisions made under pressure. What should be a time of support turns into confusion, conflict, and costly mistakes. I built my firm to change that. Through thoughtful estate planning, retirement planning, tax strategy, and investment management, I help families stay organized, intentional, and prepared—so when the time comes, everything is handled the way you intended. If you’re worried your family might one day have to untangle a financial mess—or you’ve seen it happen and want to do better—let’s talk. Schedule a free 30-minute consultation and start building a legacy your family will be proud of.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Gen X (Born 1965-1980)
user avatar

Richard N

Series 65

Mystic, CT

Dewitt Capital Management LLC

General retirement planning General tax planning Cash flow / budgeting
user avatar
firm logo

Bryan W

Series 65

Mystic, CT

Sound Portfolio Advisors, LLC

Wealth management
user avatar
firm logo

Peter R

Series 66

Westerly, RI

First Financial Advisory Services Inc

Wealth management Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting
user avatar
firm logo

Matthew C

CFP®, Series 63, Series 65

Westerly, RI

First Financial Advisory Services Inc

Wealth management Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting
user avatar
firm logo

Glenn J

Series 63, Series 65

Uncasville, CT

Jabez Financial, LLC

Annuities
user avatar
firm logo

Cassidy S

Series 65

Quaker Hill, CT

Succession Financial, Inc

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

Steven B

CFP®

Norwich, CT

Thames Financial Management

Options & derivatives strategies
user avatar
firm logo

Austin C

Series 63, Series 66

Uncasville, CT

Jabez Financial, LLC

Annuities
user avatar
firm logo

Andrew S

CFA®, Series 63

Norwich, CT

Thames Financial Management

Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.