Working with a SmartVestor Pro

At Tiverton Wealth, we’re proud to work with clients who value financial education and intentional planning. As part of the SmartVestor™ program, we serve individuals and families who are looking for clear, practical guidance across all areas of their financial lives. Alex Bridges, CFP®, serves as your SmartVestor Pro, helping clients make informed decisions about investing, retirement, and long-term planning.

We share Dave Ramsey’s passion for financial literacy and disciplined money management. As Dave says, “You must gain control over your money or the lack of it will forever control you.” We support the core principles he teaches—like getting out of debt, saving consistently, and planning ahead for life’s big moments.

Whether you’re just starting your financial journey or looking to fine-tune your retirement plan, we’re here to provide guidance tailored to your specific goals. Our approach includes a combination of financial planning, investment strategies, and ongoing support to help you stay on track.

If you found us through the SmartVestor program, we’d be honored to speak with you and learn more about how we can help.