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 59722

Out of 400,000+ nationwide

user avatar

James W

PFSâ„¢, Series 63

Deer Lodge, MT

James C Wangerin, CPA/PFS

James Wangerin is the sole advisor at James C Wangerin, CPA/PFS, an independent firm. He holds the PFSâ„¢ and Series 63 designations and has over two decades of experience, including roles at his own CPA and registered investment adviser firms. He is also a partner in an accounting firm that focuses on tax preparation and resolution. The firm provides fee-based portfolio management services to individuals, small businesses, and non-profits, using custodians such as Betterment for Advisors and Interactive Brokers. It offers both discretionary and non-discretionary investment management, incorporating a range of securities including ETFs, mutual funds, stocks, bonds, and options.

Options & derivatives strategies
user avatar
firm logo

Dwight O

Series 63

Deer Lodge, MT

Osaic Advisory Services, LLC

Dwight O'Hara is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and Cetera Advisors LLC. O'Hara serves as a director of the Kohrs Library Foundation, where he manages an investment portfolio, and is also a director for the Foundation for the Diocese of Helena. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of managed account programs, financial planning, and consulting services through a representative-driven advisory model.

Annuities
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.