About Mark Andrew Trewitt
Mark Trewitt is an esteemed financial planning expert from Plano, Texas, specializing in estate, wealth preservation, tax mitigation and charitable tax planning. With over four decades of experience in the financial planning & services sector, he has notably impacted=ealth management for his clients. Moreover, his passion for teaching is evident in his professional pursuits and interactions with client families. His life-long commitment to helping clients achieve their wealth accumulation, as well as charitable and philanthropic objectives, demonstrates his dedication to making an impact while eliminating “involuntary philanthropy”.
Professional Career and Accomplishments
Since 1981, Mark has been guiding clients toward financial independence and security. In 2006, he established Integrated Financial Solutions Group, a family office wealth management firm. His approach is rooted in education, as evident in his 2016 book “Integrated Generosity” to further expound on strategies acquired, observed, developed, and applied throughout his extensive career.
Driving Impact Through Charitable Tax Planning
Mark’s innovative approach to financial planning involves leveraging government tax incentives available through charitable giving and other available measures to achieve current tax reduction or elimination. His unique process involves taking a 360 degree approach to be certain nothing is overlooked, optimizing tax reduction strategies, enabling families to redirect income and estate taxes towards family stewardship and directed generosity impacts with endpoints and causes directed by the clients’ passions and objectives.
Recognized Expert and Contributing Author
Mark A Trewitt’s expertise has earned him recognition in the financial services industry, including receiving the Five Star Wealth Manager Award for three consecutive years. This prestigious accolade is reserved for advisors meeting ten objective criteria, including a high client retention rate, steady growth, and a favorable regulatory history. In addition, he is a contributing author to various publications on discounted Roth conversions and charitable strategies.
Engaging Educator and Advisor
Over the past two decades, Mark has provided over 250 educational seminars on “Practical Tax Solutions” and “Stop the Wealth Leakage.” his advice has redirected tens of millions of dollars from client taxes to their chosen causes.
Academic Background and Expertise
A published author, his book “Integrated Generosity – Moving from Involuntary Philanthropy toward Intentional Stewardship and Directed Generosity,” demonstrates his dedication to assisting clients in making informed financial decisions. His areas of expertise, including business succession/transition, wealth preservation, zero-tax estate planning, and high-impact charitable planning, have been critical in his successful career.
Personal Life and Interests
Mark finds joy and relaxation in spending time with family, as well as his hobbies of golf and fishing. These activities offer a respite from his professional life, allowing him to reconnect with nature and engage in friendly competition.
A fourth-generation native Dallasite, Mark Andrew Trewitt and his wife Romalyn reside in a rural community near Lake Texoma. Now empty nesters, their growing family includes two sons and their wives, and three precious grandchildren and more expected in the years ahead.
Mark is a distinguished professional, blending his financial planning expertise with his personal interests and commitment to philanthropy. His dedication to continuous learning, leadership abilities, and community service underscores his personal and professional growth commitment. His passion for golf, fishing, and giving back enriches his life and fuels his mission of helping clients achieve financial security while supporting the causes they care about.
Advisory services offered through Delta Investment Management (DIM), an SEC Registered Investment Adviser. IFSG University is not an accredited institution of higher learning. Other than an administrative services agreement, IFSG and IFSG University are not affiliated with DIM.
“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.”
