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Walter Maziarz

Advisor at Trinity Wealth Solutions LLC

Updated today
Trinity Wealth Solutions LLC logo

Firm

Trinity Wealth Solutions LLC

Location

Sterling Heights, MI 48312

Credentials

Series 66

Industry experience

27 years

About

Walter Maziarz is a financial advisor with Trinity Wealth Solutions LLC in Bloomfield Hills, MI. He holds a Series 66 designation and has 27 years of industry experience. In addition to his advisory role, Maziarz is a CPA and owner of multiple tax service businesses. He serves on the boards of several nonprofit organizations focused on promoting Polish culture and history. Trinity Wealth Solutions LLC provides wealth management, financial and retirement planning, and income tax services to individuals, high-net-worth clients, families, trusts, estates, and retirement plan participants. The firm uses a long-term strategic investment approach guided by a proprietary model and offers discretionary and non-discretionary portfolio management primarily through AssetMark and Charles Schwab platforms.

Client services

Based on Trinity Wealth Solutions LLC

Financial planning Portfolio management

Expertise

Based on Trinity Wealth Solutions LLC

Income planning Retirement income strategy General retirement planning Wealth management General tax planning

Occupation focus

Based on Trinity Wealth Solutions LLC

Founder/Business Owner Retired

Fee options

Fixed

Negotiated fixed fees for financial planning and tax preparation, specified in client agreements.

Percentage

$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.80% annually $1,000,000 - $5,000,000: 0.50% annually $5,000,000 - $10,000,000: 0.30% annually $10,000,000+: Negotiable

Project-based

Hourly charges for financial planning and tax preparation services, negotiated case-by-case.

Other

Account minimum: $25,000 Fee-only: Negotiated fixed fees or hourly charges for financial planning, tax preparation, and advisory services, specified in client agreements, paid monthly or quarterly.

Location

38800 Van Dyke Ave., 800

Sterling Heights, MI 48312

Most active in

Michigan · Texas

Work history

Trinity Wealth Solutions LLC

2023 - Present (3 years)

Trinity Tax Service LLC

2014 - Present (12 years)

Maziarz Tax Service

2011 - Present (15 years)

Trinity Wealth Solutions LLC

1998 - Present (28 years)

Cetera

1998 - 2023 (25 years)

Cetera Financial Specialists LLC

1998 - 2023 (25 years)

Maziarz Tax Service LLC

1995 - Present (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Founder/Business Owner Executive Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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David U

Series 66

Berkley, MI

Underhill Investments, LLC

ESG / Sustainable investing
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David R

CFP®, Series 66

Grosse Pointe Shores, MI

Tetra Wealth Management

Income planning Debt management Options & derivatives strategies Tax-loss harvesting
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