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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

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Robert R

CFA®

New York, NY

Brave Eagle Wealth Management

Robert Ruggirello is a CFA® charterholder with 10 years at Brave Eagle Wealth Management and 20 years of prior service with the FDNY. He has four years of industry experience as a financial advisor. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing wealth management, financial planning, portfolio management, and business and tax consulting. The firm combines active management with modern portfolio theory and a core-and-satellite approach, incorporating human capital analysis and derivative strategies as part of its investment process.

Active portfolio management Tax strategies for small businesses Divorce financial planning College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Retired
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Peter T

CFP®

New York, NY

Brave Eagle Wealth Management

Peter Thomann is a CFP® professional with four years of experience at Brave Eagle Wealth Management in New York, NY. He is also the president and owner of Thomann Tax, Inc., a tax preparation business he has operated since 2005. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing comprehensive wealth management, financial planning, and business and tax consulting. The firm combines active management and modern portfolio theory with tax-aware strategies and incorporates derivatives in portfolio implementation, alongside educational workshops and integrated services beyond standard investing.

Active portfolio management Tax strategies for small businesses Divorce financial planning College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Retired
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