Your investments matter. But they are only one part of your financial life. We bring retirement planning, tax strategy, investments, insurance, income, and estate planning together into one coordinated financial plan — for a clear flat fee.
We built Tiverton Wealth around a simple idea: financial advice should be comprehensive, transparent, and centered on the decisions that actually affect your life.
We do not start by asking how much money you have for us to manage. We start by understanding what you are trying to accomplish.
Your investment strategy is built as part of a broader financial plan — not treated as the entire plan.
Our financial planning fees are based on the scope and complexity of the work we do for you — not on the size of your investment accounts.
That means accumulating another dollar does not automatically cause your advisory fee to increase simply because your portfolio became larger.
Retirement decisions and tax decisions are often the same decisions. Roth conversions, retirement withdrawals, charitable giving, investment gains, Social Security, Medicare, and estate planning can all have tax consequences.
We look at these decisions together instead of treating tax planning as something that happens once a year when your return is filed.
Tiverton Wealth is a fee-only advisory firm. We do not receive commissions for selling investment or insurance products.
As an investment adviser representative, Alex acts as a fiduciary to advisory clients.
Your financial life is interconnected. We organize our planning around six areas so important decisions are considered together instead of in isolation.
Cash flow, retirement withdrawals, Social Security, pensions, and other income sources.
Evaluating the risks that could disrupt your financial plan and the coverage designed to protect against them.
Coordinating financial decisions with current and long-term tax considerations.
Building an investment strategy around your goals, time horizon, risk tolerance, and overall plan.
Bringing income, spending, investments, taxes, healthcare, and longevity into one retirement strategy.
Helping you think through beneficiaries, estate documents, ownership, and the legacy you want to leave behind.
For retirees and pre-retirees especially, taxes can affect nearly every major financial decision.
We coordinate financial planning with tax considerations throughout the year so decisions about investments, retirement income, Roth conversions, charitable giving, Medicare, and estate planning can be evaluated as part of one strategy.
Tiverton Tax, LLC is a separate legal entity affiliated with Tiverton Wealth, LLC through common ownership. Tax preparation and tax-related services are provided exclusively through Tiverton Tax, LLC under a separate engagement agreement. Clients are not required to use Tiverton Tax and may use any tax professional of their choosing.
Tiverton Wealth primarily works with retirees and pre-retirees who want a financial advisor looking across their entire financial life.
We may be a particularly good fit if you have accumulated meaningful savings but now face increasingly interconnected decisions about retirement, taxes, investments, income, insurance, and estate planning.
Alex Bridges holds the CFP®, EA, ChFC®, and RICP® designations. Together, these credentials support work across comprehensive financial planning, taxation, retirement income, investments, insurance, and estate planning considerations.
CERTIFIED FINANCIAL PLANNER™ certification focused on comprehensive financial planning and fiduciary standards.
Enrolled Agent — a federally licensed tax practitioner authorized to represent taxpayers before the IRS.
Chartered Financial Consultant® education covering advanced financial planning topics.
Retirement Income Certified Professional® education focused specifically on retirement income planning.
We want you to understand how we work before you hire us. Our process, pricing, and professional credentials are all available for you to review.
See every step from the first conversation through financial plan delivery and implementation.
See Our ProcessSee our flat-fee pricing structure and compare it with a percentage-based advisory fee.
See Our FeesLearn what Alex’s professional credentials require and what they mean for the planning work we do.
See The CredentialsThe first meeting is simply a chance to talk about where you are, what you are trying to accomplish, and whether Tiverton Wealth is the right fit to help.
Schedule A CallTiverton Wealth, LLC is a fee-only Registered Investment Advisor providing services only in jurisdictions where it is properly registered or exempt from registration. The content on this page is provided for general educational and informational purposes only and does not constitute personalized investment, tax, or legal advice. Advisory services are provided under a written agreement and are described in the firm’s Form ADV Part 2A. Tiverton Tax, LLC is a separate but affiliated company under common ownership; tax services are provided under a separate engagement agreement. Tiverton Wealth, LLC does not provide legal services or attorney review of estate planning documents. Investing involves risk, including the possible loss of principal, and no strategy can guarantee a profit or protect against loss. Please consult a qualified financial, tax, or legal professional regarding your specific circumstances.
