At Tiverton Wealth, we work with individuals and families who value financial education, thoughtful planning, and long-term decision-making. Alex Bridges, CFP®, participates in the SmartVestor™ program as a SmartVestor Pro, serving people who are seeking guidance on investing, retirement planning, and other aspects of their financial lives.

The SmartVestor program connects individuals with investment professionals who align with certain educational principles related to budgeting, saving, and long-term planning. Participation in the program does not involve providing financial advice through Dave Ramsey or his organization, and Tiverton Wealth operates independently as a registered investment adviser.

Our role is to provide personalized financial planning and investment advice based on each client’s unique goals, circumstances, and risk tolerance. This includes helping clients think through priorities such as saving for the future, planning for retirement, and making informed financial decisions over time.

If you found Tiverton Wealth through the SmartVestor program, we welcome the opportunity to learn more about your situation and discuss whether our services may be a good fit for your needs.