Our Team

Walter Maziarz, CPA owner of Trinity Wealth Solutions LLC a wealth management and retirement transition planning firm where we specialize and partner with retirees and individuals approaching retirement age. We also help clients develop an estate and retirement distribution plan to minimize tax burden for clients and their beneficiaries. We “Build Customized Retirement Portfolios” ™ to help clients achieve their financial goals and their lifelong retirement dreams.

Walter believes helping clients minimize downside/drawdown exposure during major market corrections in their retirement portfolios is one of the most important goals in helping clients achieve their retirement goals and objectives. This Core Belief has helped Walter develop a proprietary retirement module:   The Six Factor Accumulation Model to help clients achieve their retirement goals and objectives.  Walter has over thirty years of experience in helping clients realize their retirement goals and objectives.

Walter started his career as a CPA with a “big eight” accounting firm and in 1990 started his own tax practice with a focus on tax planning and retirement distribution planning for retirees and individuals planning to retire.

Walter is a Certified Public Accountant and an Investment Adviser Representative.

Walter, at the age of nine emigrated from Poland with his parents and five siblings and watched his parents work extremely hard to secure the American Dream for a better life.  Walter at an early age learned the importance of a strong faith in God, hard work and the value of saving money.

Walter lives with his wife Margaret and his two daughters Natalie and Victoria in Sterling Heights, Michigan.  Walter’s favorite hobbies, when he is not helping his clients with their retirement goals and objectives, are playing tennis, playing the piano and accordion.

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.

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!