About
What We Do
A Partner On Your Life Journey.
Trinity Wealth Solutions LLC ("Trinity Wealth" or "Adviser") has been a trusted provider of financial and retirement planning, wealth management, income tax planning, and succession planning services for over 30 years. Our firm, solely owned by Walter Maziarz, CPA, is committed to acting in the best interest of our clients, guided by the core fiduciary duties of loyalty and care. As a registered investment adviser with the State of Michigan, we take our fiduciary responsibility seriously, ensuring that every recommendation and decision is made with our clients' financial well-being as the top priority.
About UsA Team That Understands You
Walter Maziarz, CPA, is the owner of Trinity Wealth Solutions LLC, a wealth management and retirement transition planning firm specializing in partnering with retirees and individuals within five years of retirement. We “Build Customized Retirement Portfolios™” to help clients achieve the financial freedom they desire to pursue their lifelong dreams.
Walter believes that minimizing market downside exposure in your retirement portfolio is one of the most important factors in achieving your retirement goals and objectives. This core belief has led Walter to develop a proprietary retirement module, the Six Factor Consistent Growth Strategy, to help clients achieve their retirement goals and objectives. With over thirty years of experience, Walter has a proven track record in helping clients realize their retirement dreams.
Walter Maziarz, CPA
Walter Maziarz, CPA, is the owner of Trinity Wealth Solutions LLC, a wealth management and retirement transition planning firm. The firm specializes in partnering with retirees and individuals within five years of retirement. Walter and his team "Build Customized Retirement Portfolios™" to help clients achieve the financial freedom they desire to pursue their lifelong dreams.
Walter believes that minimizing market downside exposure in your retirement portfolio is one of the most important factors in achieving your retirement goals and objectives.
Margaret Maziarz
Administrative Assistant
Margaret is an Experienced Administrative Assistant that plays a crucial role in ensuring the smooth operation of our office. With over 20 years of administrative experience, she provides high-level support to our management team, manage complex schedules, and handle confidential information with the utmost discretion. Margaret excels in communication, organization, and multitasking, making her an invaluable part of our team. Margaret's expertise in office management and project coordination helps maintain an efficient and productive work environment.
Cheryl Demanski
Client Relations Manager
As an experienced Client Relations Manager, I specialize in fostering and maintaining strong relationships with clients, ensuring their needs are met and exceeded. My expertise lies in delivering exceptional customer service, strategic planning, and problem-solving to drive client satisfaction and business growth.
My commitment to a client-centric approach ensures that each client's unique needs are understood and addressed, building trust and delivering exceptional value. I am dedicated to continuous learning and adapting to the evolving landscape of client relations. Let's work together to achieve excellence in client relations!