Guided by purpose, grounded in care
Financial wealth management for the journey ahead.
At Trust Bridge, we are your dedicated guides, helping you navigate the wealth management journey with purpose and a deep commitment to your future success.
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Community feel, corporate strength
Our vision is to provide best-in-class investment advice, tax planning, and advanced strategies, all wrapped in an exceptional, client-focused experience. Our mission is clear: to be your trusted guide, ensuring every step across your financial bridge is supported, strategic, and centered on your unique journey.
WHAT OUR CLIENTS ARE SAYING“Alix has been hugely helpful in getting our finances on track as we get closer to retirement age. His thoughtfulness and approach are exactly what we needed.”
— Greg & Amanda R., CPA at Trinity Christian Academy
“Working with Trust Bridge has been a game-changer. Their strategic, systematic approach resonates deeply with how I think about planning and progress.”
— Marcus G., Founder of Providence Senior Services
Meet Alix Foster, Founder of Trust Bridge Wealth Management
My Journey
I grew up watching my father work tirelessly in a blue‑collar job, instilling in me the values of grit, humility, and perseverance. Those lessons shaped the way I approach life and business today: with respect for hard work and a deep commitment to serving others.
After earning my Bachelor’s degree in Business Administration, I began my career at some of the nation’s most respected financial institutions — Fidelity Investments, MassMutual, and Edward Jones. Each step taught me not only the technical side of wealth management, but also the importance of listening, guiding, and building trust.
Driven by those values, I founded TrustBridge Wealth Management, a seven‑figure practice from scratch, serving business owners, attorneys, and high-net worth indivuals who needed a steady hand during life’s most complex financial transitions. My journey has been defined by resilience and growth, and I’ve never stopped learning.
Meet Willie Smith Jr., Senior Advisor at Trust Bridge Wealth Management
My Journey
With an MBA and Six Sigma Black Belt certification, Willie brings a wealth of experience from his time at Morgan Stanley and Edward Jones to his role at TrustBridge Wealth Management. He specializes in helping business owners, corporate executives, and community leaders implement strategies that enable them to achieve their financial goals. Understanding that his clients have demanding schedules and deep commitments to family and community, Willie focuses on educating and equipping them with the tools to make confident, timely investment and financial decisions—so they can stay focused on what matters most.
Outside the office, Willie enjoys spending time with his family and embracing the outdoors. His favorite activities include hiking, mountain biking, cycling, fishing, camping, attending ball games, and even gardening and landscaping projects.
