Alex Bridges, CFP®, EA, ChFC®, RICP®

My name is Alex Bridges, and I am the founder and financial planner at Tiverton Wealth. I started Tiverton Wealth because I wanted to provide comprehensive financial planning without charging clients a percentage of their hard-earned net worth.

Tiverton Wealth is a flat-fee financial planning firm focused on tax-conscious pre-retirees and retirees. Instead of charging a traditional percentage-of-assets fee, we provide financial planning for a transparent flat fee. I believe the cost of financial advice should be based on the planning and service we provide not simply on how much money a client has accumulated.

One of the biggest differences at Tiverton Wealth is how closely we integrate financial planning and taxes.

In addition to Tiverton Wealth, I also own Tiverton Tax. For ongoing planning clients, tax planning and tax return preparation are integrated into the relationship.

Many financial advisors talk about tax planning, but when tax season arrives, the client is often sent somewhere else to have their tax return prepared. I wanted to build a different model.

By combining financial planning and tax preparation, we can look at decisions such as Roth conversions, retirement withdrawals, charitable giving, capital gains, required minimum distributions, Social Security, Medicare, and investment decisions with a better understanding of how those decisions may affect a client's overall tax situation.

Tiverton Wealth is intentionally structured as a boutique financial planning firm.

I limit the number of client families I work with so I can remain directly involved in each relationship. Clients are not handed off to a junior financial advisor after becoming a client. If you hire Tiverton Wealth to help with your financial plan, you work directly with me.

I believe that when someone chooses a financial planner, the relationship with that planner matters. Keeping the firm intentionally small allows me to provide a more personal and hands-on planning experience.

Our financial planning process is built around what we call the Six Pillars of Financial Planning:

1. Income Planning – Understanding cash flow and creating a sustainable retirement income strategy.

2. Insurance & Risk Management – Reviewing insurance coverage and identifying financial risks.

3. Tax Planning – Looking for opportunities to make financial decisions more tax-efficient.

4. Investment Planning – Building and managing an investment strategy that supports the overall financial plan.

5. Retirement Planning – Coordinating savings, withdrawals, Social Security, Medicare, pensions, and other retirement decisions.

6. Estate Planning – Helping clients organize their estate planning strategy and coordinate it with the rest of their financial plan.

The goal is to look at a client's entire financial life, rather than managing an investment portfolio in isolation.

Who Is Tiverton Wealth Best For?

Tiverton Wealth is primarily designed for pre-retirees and retirees who want comprehensive financial planning, proactive tax planning, and ongoing advice for a flat fee.

We are not the right financial planning firm for everyone—and that is intentional.

For people who value having their retirement planning, investments, taxes, insurance, income strategy, and estate planning coordinated in one place, our approach can provide a simple and transparent way to work with a financial planner.

At its core, Tiverton Wealth was built around a straightforward idea: provide excellent financial planning, keep the fee structure easy to understand, integrate taxes into the planning process, and give clients direct access to the financial planner they hired.