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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

Advisors near 06716

Out of 400,000+ nationwide

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Aaron S

Series 63

Wolcott, CT

Farmingbury Financial Services, LLC

General retirement planning General tax planning
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Robert B

PFSâ„¢

Carmel, CA

Bleeck Financial Management, Inc.

Wealth management
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Joseph P

Series 65

West Hartford, CT

Northmont Wealth Management LLC

Passive / index investing Wealth management
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James R

CFA®, Series 65, Series 66

West Hartford, CT

JQR Capital Management, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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Hugo S

CFA®

Farmington, CT

Navigator Financial LLC

Retirement income strategy Social Security optimization Retirement withdrawal strategies Debt management Cash flow / budgeting
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Sam S

Series 63, Series 65

Southbury, CT

Shehu Asset Management, LLC

Options & derivatives strategies
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Dave M

CFP®, CPWA®

West Hartford, CT

McCary Anheuser Wealth Management, LLC

Dave McCary, CFP®, CPWA®, CRI®, MBA, serves doctors, business owners, commercial real estate owners, and ultra-high net worth family members nationwide who want to create family wealth across generations in a tax efficient manner. He is their outsourced CFO and CIO to their CEO. Dave also acts as Investment Advisor to his clients' business retirement plans, sharing their Plan Sponsor ERISA liability for safe investing for them and their employees. His quality retirement plan advising results in a strong employee benefit package that helps clients attract top talent into their businesses. As a former Private Banker for a large NYC commercial bank (now part of JP Morgan), investment officer for a Aetna Life Insurance in Hartford, entrepreneur in commercial real estate serving clients including JP Morgan, Citibank's Alternative Asset Group, Greenwich Capital, and Allied Capital, and co-Founder and lead Advisor to his family's Virtual Family Office since 2001, Dave has the experience and hard-earned wisdom needed to be an effective fee-only fiduciary Advisor to his clients. In his community, Dave is a respected Trustee helping oversee over $100 million for the following groups: 1) University of Hartford Art School; 2) Connecticut Museum of History; 3) Colt Family Bequest; and 4) Episcopal Bishops of Connecticut Endowment. Outside of work, Dave enjoys family time while also pursuing skiing (PSIA Certified ski instructor), photography (www.dwmccary.com), biking (pedal and motorized), golf, and flying small planes. Dave lives in West Hartford with his wife, and together they have three adult children and four grandchildren.

Business ownership considerations Real estate investing Family Business Founder/Business Owner Real Estate Professional Baby Boomers (Born 1946-1964)
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Nathaniel B

CFP®, Series 63

Watertown, CT

Burne Financial Concepts, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Brian E

Series 65

Farmington, CT

BE Investment Management

Active portfolio management
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Ronald I

CFP®, Series 65

Woodbury, CT

Ronald J. Iannucci CFP

General tax planning Life insurance needs analysis
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