Shaped by real-world experience and a deep commitment to service, Trust Bridge was built on the belief that meaningful financial guidance requires more than technical expertise-it requires listening, empathy, and a long-term partnership. We bring a client-focused approach to every relationship, delivering education, tools, and forward-looking strategies that simplify complexity and support long-term success.
Whether you're a business owner, professional, or family navigating major life transitions, we provide comprehensive wealth management that integrates investments, taxes, retirement planning, risk management, and long-term strategic planning. Our vision is to deliver an exceptional advisory experience, helping you cross each financial bridge with confidence, purpose, and peace of mind.
Our Team
Raised by a single parent, I searched tirelessly for a sense of purpose beyond the confines of my environment. My journey seemed aimless until a life-changing moment at age 11.
During a devastating storm, Houston's streets turned into rivers, and I watched helplessly from my window as flash floods stranded people. Panic set in, but determination took over. I gathered school supplies, made a warning sign, and ran through the storm to a 21-foot bridge near my home. I stood for two hours, guiding cars away from danger. That moment ignited a passion for helping others and transformed my life's path.
Today, I am the Founder and CEO of Trust Bridge Wealth Management, nestled in Dallas, Texas, where I live with my wife, Brittany, and our three wonderful kids. Our daughter and son attend Trinity Christian Academy, carrying forward the values of hard work and community we cherish. Fun fact: Brittany is an accomplished former varsity women's basketball player for Southern Methodist University and a conference champion.
I focus on understanding your unique financial journey, believing in proactively safeguarding and guiding your financial path as I did during that storm. I value the power of relationships, favoring a home-cooked meal over a conference call, and I invite you to experience that warmth and connection with us.
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.
2024
2-4 Employees
1535457
LPL FINANCIAL LLC
TX
DFW
2
Individual Investors, Non-Profit Organizations, Businesses
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Mutual Funds, Socially Responsible Investments (SRI)
Yes
Video Conference, Our Office, Phone, Email, Your Office
Fee-Based
$500,000
Commissions, Flat Fee, Hourly, Based on Assets
Additional Details on Charges: How the Complexity Survey Works To ensure your fee is aligned with the true scope of work we provide, we use a short Complexity Survey as part of our onboarding and annual review process. The survey looks at specific factorssuch as the number of accounts we manage, taxplanning needs, business or real estate interests, estate considerations, and overall coordination required across your financial life. Each factor carries a small weight based on the time and expertise typically required. Your total score places your household into a complexity tier, which then determines the appropriate advisory fee. This makes the process transparent, consistent, and fair across all clients. Importantly, your fee does not automatically increase with higher complexity. Instead, changes only occur when the scope of work meaningfully expands or contracts. We review the survey with you so you always understand how your fee is determined and what services are included.
1.2
$2,500
60
27
50
$25,000,000
32
28
10
20 Million
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with Trust Bridge Wealth Management, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://www.trustbridgewealthmanagement.com/ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
When: 01/20/2026 | By:
Location:
Details: NBC 5 and Telemundo 39 are proud to partner with The DEC in their upcoming, The State of Entrepreneurship, which is not just an event; it's Dallas' Superbowl of Entrepreneurship! This annual gathering...
