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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

3 advisors near New York, NY

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John Y

Series 63

New York, NY

Osprey Private Wealth LLC

John Youngman is a financial advisor at Osprey Private Wealth LLC with four years of industry experience. He holds a Series 63 designation and has worked at several firms, including Barrett Asset Management and Segall Bryant & Hamill. He also serves as a trustee of family trusts. Osprey Private Wealth is an SEC-registered adviser providing discretionary and non-discretionary portfolio management, wealth management, and financial planning to individuals, trusts, and estates. The firm combines fundamental and technical analysis to build individualized portfolios and manages approximately $162.1 million in assets across a small client base.

Options & derivatives strategies
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Mariette C

CFP®, Series 63

New York, NY

Osprey Private Wealth LLC

Mariette Campbell is a CFP® with three years of industry experience, currently serving as a financial advisor at Osprey Private Wealth LLC. She has prior experience at Barrett Asset Management, LLC and Inverness Counsel, LLC, among other firms. Ms. Campbell is also the owner and principal of The Graeme Collaborative, LLC, which provides consulting services, financial coaching, and financial literacy education. Osprey Private Wealth LLC is an SEC-registered adviser that offers portfolio management, wealth management, and financial planning services to individuals, trusts, and estates. The firm employs a combined fundamental and technical analysis approach to build individualized portfolios tailored to client objectives and risk tolerance.

Options & derivatives strategies
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John R

CFA®

New York, NY

Osprey Private Wealth LLC

John Roscoe is a CFA® charterholder with three years of industry experience. He has worked at Osprey Private Wealth LLC since 2025 and previously held roles at Corient, Roosevelt Investments, and The Roosevelt Investment Group, Inc. Osprey Private Wealth LLC is an SEC-registered adviser that provides discretionary and non-discretionary portfolio management, wealth management, and financial planning to individuals, trusts, and estates. The firm combines fundamental and technical analysis to build individualized portfolios primarily consisting of large-cap equities, bonds, mutual funds, ETFs, and limited option strategies, with a client base characterized by larger average account sizes.

Options & derivatives strategies
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