Mark A Trewitt
Mark A Trewitt is a highly accomplished financial planning expert, specializing in financial independence and wealth management since 1981. With a wealth of experience, he has guided numerous clients toward achieving their financial goals and security. In 2006, he founded the Integrated Financial Solutions Group, a distinguished family office wealth management firm. His approach is deeply rooted in education, evident in his insightful 2016 book "Integrated Generosity," where he elaborates on the strategies he has acquired, observed, developed, and successfully implemented throughout his extensive career.
An innovator in financial planning, his expertise extends to charitable tax planning, wherein he skillfully employs government tax incentives and other measures to help clients achieve current tax reductions or elimination. His unique 360-degree approach ensures no aspect is overlooked, optimizing tax reduction strategies while redirecting income and estate taxes towards family stewardship and directed generosity based on clients' passions and objectives.
Beyond his professional endeavors, he finds joy and relaxation in spending quality time with his family. His hobbies of golf and fishing offer him a peaceful respite from his demanding career, allowing him to reconnect with nature and engage in friendly competition.
Proudly a fourth-generation native Dallasite, he and his wife, Romalyn, reside in a serene rural community near Lake Texoma. As empty nesters, their family continues to grow, now including two sons and their wives, as well as three cherished grandchildren, with more expected in the years ahead.
Mark Andrew Trewitt is a distinguished professional who seamlessly integrates his financial planning expertise with personal interests and a strong commitment to philanthropy. His unwavering dedication to continuous learning, demonstrated leadership abilities and active community service underscore both his personal and professional growth commitments. Fueling his mission to help clients achieve financial security while supporting the causes they deeply care about, his passion for golf, fishing, and giving back significantly enriches his life and the lives of those he serves.
His advisory services are offered through Delta Investment Management (DIM), an SEC Registered Investment Adviser. It is important to note that IFSG University is not an accredited institution of higher learning and, apart from an administrative services agreement, has no affiliation with DIM or IFSG.
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“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.”