Wealth Management Services

At Trinity Wealth, we offer both discretionary and nondiscretionary wealth management services tailored to meet the specific needs of each client. Our primary focus is on investing client assets with Charles Schwab, utilizing a diverse range of investment vehicles such as ETFs, index funds, alternative ETF investment strategies, and individual stocks.

To ensure that our investment strategies align with our clients' goals, we use Riskalyze software to determine their risk tolerance, time horizon, and investment objectives. This assessment is conducted during the account opening process and is reassessed periodically to adapt to any changes in our clients' circumstances or market conditions. Based on this comprehensive analysis, we recommend an appropriate asset allocation model and manage the investments accordingly.

Our commitment to personalized service means that we encourage clients to inform us of any significant life changes, such as setting a retirement date or having a child, so we can adjust their investment strategy as needed. We review accounts internally on a daily basis and conduct formal reviews with clients at least annually. This proactive approach ensures that our clients' investments are always aligned with their long-term financial objectives, providing peace of mind and consistent growth.

Who We Serve

Trinity Wealth Solutions provides comprehensive financial and retirement planning, portfolio management, and income tax services to retirees, individuals 5 to 10 years from retirement and clients beneficiaries.  Most of our clients are high-net-worth individuals, families, trusts, and estates. We are committed to delivering personalized solutions that meet the unique needs of each client, helping them achieve their financial goals and secure their future.

We typically require a minimum of $25,000 to open and maintain an advisory account. However, this minimum account size may be waived at our discretion, particularly for clients with significant potential for increasing their assets under management. We also offer the flexibility to combine account values for you, your minor children, joint accounts with your spouse, and other related accounts to meet the minimum requirement.

Our goal is to build long-term relationships with our clients, providing them with the expert guidance and support they need to thrive financially. Whether you are just starting your financial journey or looking to optimize your wealth management strategy, Trinity Wealth is here to help.

Keeping You Informed and Involved

At Trinity Wealth, we believe that regular communication and transparency are key to successful wealth management. We conduct annual account reviews with our clients, providing a comprehensive assessment of their financial planning and asset allocation requirements. These reviews are led by Walter Maziarz, ensuring that clients receive expert advice tailored to their unique needs.

In addition to annual reviews, we provide customized reports to help clients stay informed about their investments. Common reports include balance sheets, asset allocation reports, and asset detail reports. These reports are designed to give clients a clear and detailed understanding of their financial situation, empowering them to make informed decisions.

Clients also receive statements no less than quarterly from a qualified custodian, detailing account holdings and activity. This regular reporting ensures that clients are always aware of their investment performance and can track their progress toward their financial goals.

By maintaining open lines of communication and providing detailed reporting, Trinity Wealth ensures that clients are well-informed and actively involved in their financial planning and wealth management.