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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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Series 63, Series 66

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Active portfolio management Passive / index investing Real estate investing
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Active portfolio management Factor investing / smart beta
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Brittney M

CFP®, Series 63, Series 66

Hickory, NC

Thayer Financial, L.L.C.

Cash flow / budgeting Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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James D

Series 63, Series 65

Conover, NC

Hammerhead Financial Strategies, LLC

Active portfolio management Concentrated stock management
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Deaton S

CFP®, ChFC®

Hickory, NC

Thayer Financial, L.L.C.

I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.

Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Gen X (Born 1965-1980)
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Angela S

CFA®

Hickory, NC

ABS Legacy Partners, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Adam S

Series 66

Hickory, NC

Fortress Private Ledger, LLC

Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Andrew R

CFP®, Series 66

Hickory, NC

Sollinda Capital Management LLC

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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David V

Series 66

Hickory, NC

Sollinda Capital Management LLC

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Anna W

CFP®

Hickory, NC

Sollinda Capital Management LLC

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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