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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 33948

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Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Business ownership considerations Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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Edward E

Series 65

Port Charlotte, FL

Elm Tree Capital Management LLC

Income planning Wealth management
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Gw K

Series 63, Series 65

North Port, FL

King Retirement Solutions, LLC

General retirement planning Social Security optimization Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.)
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Wendy J

Series 63, Series 65

Englewood, FL

Wealth Architects LLC

Active portfolio management Private / alternative investments Options & derivatives strategies
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Jeffrey K

ChFC®, Series 66

Englewood, FL

JK PWA LLC

Active portfolio management Tax-loss harvesting
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David H

Series 63, Series 65

Port Charlotte, FL

Lci Advisors

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

Series 63, Series 65

Port Charlotte, FL

Amerigo Asset Management Corporation

Active portfolio management Options & derivatives strategies
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Joshua D

CFP®, Series 66

North Venice, FL

F5 Financial Planning, L.L.C.

Executive Founder/Business Owner Mid-Career Professionals
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Christopher K

CFA®

Port Charlotte, FL

R.W. Roge & Company, Inc

Wealth management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Valerie W

Series 65

Englewood, FL

Schorn Wealth

Wealth management Income planning
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