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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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Out of 400,000+ nationwide

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Justin K

Series 65

Albany, NY

Ludus Capital, LLC

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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Lina Z

Series 65

Albany, NY

Mia Lee Financial

Wealth management
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Bobby G

CFP®

Green Island, NY

Gates Wealth Group

I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.

Business ownership considerations Business Financial Management Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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James M

Series 63, Series 65

Albany, NY

JM Advisors, LLC

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting
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Jared P

CFP®, Series 63, Series 66

Albany, NY

Capable Wealth, LLC

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Charitable giving & philanthropy Doctor or Medical Professional Founder/Business Owner
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Seong Jae Y

Series 63, Series 65

Albany, NY

Strikeout Capital LLC

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing Young Professionals
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Darren L

CFA®, Series 63

Schenectady, NY

Acacia Grove Wealth Management

Tax-loss harvesting Cash flow / budgeting General tax planning
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Joel S

Series 63, Series 66

Delmar, NY

Kronos Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Joseph R

Series 63, Series 66

Latham, NY

Sibir Investment Advisors

Wealth management Private / alternative investments Real estate investing Annuities
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Carl K

CFP®, Series 63

Troy, NY

Carissima Capital LLC

Annuities Private / alternative investments Cash flow / budgeting
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