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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

4 advisors near New York, NY

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Richard C

Series 63, Series 65, Series 66

New York, NY

Argus Investors' Counsel, Inc.

Richard Ciuba is a financial advisor with Argus Investors' Counsel, Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His background includes roles at H.D.Vest Investment Services, Argus Research Co, and Freedom Financial Advisors LLC. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutions such as investment companies, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a bottom-up stock selection process and a long-term, low-turnover approach for its Core Equity strategies, while also licensing model portfolios and offering specialized strategies that integrate research with rule-based and active management.

Active portfolio management Wealth management ESG / Sustainable investing Real estate investing
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Kevin H

Series 63, Series 65

New York, NY

Argus Investors' Counsel, Inc.

Kevin Heal is a financial advisor at Argus Investors' Counsel, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sandler Capital Management and Triad Securities Corp. Heal is based in New York, NY. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutions. The firm emphasizes bottom-up stock selection and a long-term, low-turnover approach for its Core Equity strategies, while also offering specialized strategies and licensing model portfolios to other advisers and platform sponsors.

Active portfolio management Wealth management ESG / Sustainable investing Real estate investing
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Taylor C

Series 65

New York, NY

Argus Investors' Counsel, Inc.

Taylor Conrad is a financial advisor at Argus Investors' Counsel, Inc. based in New York, NY, holding a Series 65 designation with three years of industry experience. His work history includes roles at Argus Research and Freedom Boat Club. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, focusing on bottom-up stock selection and a long-term, low-turnover approach. The firm also licenses model portfolios and offers consulting services to other investment advisers, distinguishing itself through integration with Argus Research and a diverse range of specialized investment strategies.

Active portfolio management Wealth management ESG / Sustainable investing Real estate investing
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John E

Series 65

New York, NY

Argus Investors' Counsel, Inc.

John Eade is a Series 65-licensed financial advisor with six years of industry experience, currently serving at Argus Investors' Counsel, Inc. He has been associated with Argus Research Group since 1989. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions such as investment companies, pension plans, and charitable organizations. The firm’s investment approach emphasizes bottom-up stock selection and a long-term, low-turnover strategy for its Core Equity portfolios, and it also offers specialized strategies and model portfolio licensing to other advisers and platform sponsors.

Active portfolio management Wealth management ESG / Sustainable investing Real estate investing
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