Mark Trewitt Biography
Meet Mark Andrew Trewitt, a distinguished financial planning expert hailing from Plano, Texas, renowned for his expertise in estate planning, wealth preservation, tax mitigation, and charitable tax planning. With an impressive track record of over four decades in the financial planning and services industry, he has left an indelible he on wealth management for his esteemed clientele. However, what truly sets him apart is his unwavering commitment to educating others and fostering meaningful connections with client families.
Throughout his illustrious career, he has been a guiding force, steering clients toward financial independence and security since 1981. In 2006, he took his dedication a step further and established the Integrated Financial Solutions Group, a thriving family office wealth management firm. Emphasizing the value of education, he published his book “Integrated Generosity” in 2016, offering insights into the strategies he acquired, observed, developed, and successfully applied over the years.
His approach to financial planning is nothing short of innovative. He believes in harnessing government tax incentives available through charitable giving and other measures to achieve current tax reductions or even elimination for his clients. His process is comprehensive, leaving no stone unturned as he optimizes tax reduction strategies, enabling families to redirect income and estate taxes towards family stewardship and impactful charitable endeavors aligned with the client’s passions and objectives.
Beyond being a financial expert, Mark Trewitt’s passion for teaching shines through in all his professional pursuits. He remains committed to helping clients achieve their wealth accumulation goals, while also making a significant impact in the world by promoting directed and purposeful philanthropy. He firmly believes in eliminating “involuntary philanthropy,” ensuring that his clients have full control over where their resources are directed, making a positive and intentional difference in the causes they care about deeply.
He stands as a beacon of excellence in the financial planning industry, empowering his clients to achieve their financial aspirations and create a lasting impact on their families and the causes they hold dear. His relentless pursuit of knowledge and his compassionate approach make him a true inspiration to both his peers and those fortunate enough to seek his guidance.
“Advisory services offered through Delta Investment Management (DIM), an SEC Registered Investment Adviser. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.”
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