Trinity Wealth Solutions provides comprehensive financial planning, wealth management, income tax planning, and succession planning to individuals, high-net-worth families, trusts, estates, and retirement plan participants. Founded in 2022 and owned by Certified Public Accountant Walter Maziarz, the registered investment advisor focuses on long-term tactical asset allocation strategies designed to minimize portfolio drawdowns during market corrections. Trinity Wealth Solutions primarily invests client assets through managed strategies with AssetMark Trust Company, or alternatively through Charles Schwab using exchange-traded funds, index funds, mutual funds, and individual stocks. In addition to investment management and financial planning, the owner offers income tax preparation and planning through a separate affiliated entity, Maziarz Tax Service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable on a case-by-case basis. Rates for amounts over $10,000,000 are negotiable.