Alex founded Tiverton Wealth after serving as Chief Strategy Officer for a prominent investment management office in Houston. With a strong foundation in comprehensive financial planning, Alex began his career in financial services in 2017 with Northwestern Mutual, where he developed the essential skills that now guide his client-centered approach at Tiverton Wealth. Alex is an alumnus of the C.T. Bauer College of Business at the University of Houston, where he completed the Personal Financial Planning (PFP) Track, a specialized BBA in Finance program that prepares graduates for success in personal financial planning. This CFP® Board-approved program meets the educational requirements for the CFP® Exam, equipping Alex with with comprehensive knowledge in the financial planning industry. Alex resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs, Beaux and Bella. Together, they share a passion for exploring new cultures and spending meaningful time with friends and family. For Alex, fatherhood remains his most significant role, as he finds purpose and joy in making a lasting impact on his family and his community. As he puts it, 'Zoe and my poodles are a true blessing. I am thankful every day for the privilege of being their father.' Alexs dedication to family, community, and clients reflects his commitment to creating lasting positive impacts in every endeavor.
Tiverton Wealth was established to be at the heart of our clients' financial lives. Our mission goes beyond simply managing assets or offering insurance solutions; we are here to guide you in making sound financial decisions for you and your family's future. At Tiverton Wealth, we're flexible in how we work with you our only priority is supporting you in making the best choices!
General Information |
| Insurance License#: | 2154193 |
| Name of Broker/Dealer: | LPL Enterprise / LPL Financial |
| Name of Custodial Firm: | LPL Enterprise / LPL Financial |
| States Licensed in: | TX |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management |
Services |
| Investment Types: | Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Our Office, Phone, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Health |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Flat Fee, Commissions |
| Fee % Based on Assets: | 1% |
Disclosures |
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Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. |
Disclaimer |
Alex Bridges is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Tiverton Wealth. The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Cash Solicitor ADV 2A |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Houston, Sugar Land, The Woodlands, Katy, Cypress |
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