Mark Trewitt is an esteemed financial planning expert from Plano, Texas, renowned for his specialization in estate planning, wealth preservation, tax mitigation, and charitable tax planning. With an impressive four-decade experience in the financial planning and services sector, he has made a notable impact on wealth management for his clients. Beyond his professional pursuits, his passion for teaching is evident in his interactions with client families. Mark's life-long commitment lies in assisting clients to achieve their financial goals, including charitable and philanthropic objectives, reflecting his dedication to making a meaningful impact while eliminating "involuntary philanthropy."

 

Professional Career and Accomplishments

Since 1981, he has been guiding clients towards financial independence and security. In 2006, he took a significant step by establishing Integrated Financial Solutions Group, a family office wealth management firm. His approach is firmly rooted in education, as evident in his 2016 book "Integrated Generosity," which further delves into the strategies he has acquired, observed, developed, and successfully applied throughout his extensive career.

 

Driving Impact Through Charitable Tax Planning

Mark's financial planning approach is both innovative and impactful, as he leverages government tax incentives available through charitable giving and other measures to achieve current tax reduction or elimination. His unique process involves taking a comprehensive 360-degree approach, ensuring that nothing is overlooked. By optimizing tax reduction strategies, he empowers families to redirect income and estate taxes towards family stewardship and directed generosity, aligning with the clients' passions and objectives.

 

Recognized Expert and Contributing Author

Mark A Trewitt's expertise has earned him well-deserved recognition in the financial services industry, including the prestigious Five Star Wealth Manager Award for three consecutive years. This highly regarded accolade is reserved for advisors who meet ten objective criteria, such as maintaining a high client retention rate, demonstrating steady growth, and boasting a favorable regulatory history. Additionally, he has made significant contributions as an author to various publications, covering topics like discounted Roth conversions and charitable strategies.

 

Engaging Educator and Advisor

Over the past two decades, Mark's dedication to educating and advising others is evident through his facilitation of over 250 educational seminars on "Practical Tax Solutions" and "Stop the Wealth Leakage." His expert advice has resulted in redirecting tens of millions of dollars from client taxes towards their chosen charitable causes, fostering a positive and transformative impact.

 

Academic Background and Expertise

Mark's commitment to assisting clients in making informed financial decisions is further evident through his book, "Integrated Generosity - Moving from Involuntary Philanthropy toward Intentional Stewardship and Directed Generosity." His areas of expertise, including business succession/transition, wealth preservation, zero-tax estate planning, and high-impact charitable planning, have been pivotal in his highly successful career.

 

Personal Life and Interests

Beyond his professional achievements, he finds joy and relaxation in spending quality time with his family. His hobbies of golf and fishing offer a welcomed respite from his busy schedule, allowing him to reconnect with nature and indulge in friendly competition.

 

Family and Residence

A fourth-generation native Dallasite, Mark Andrew Trewitt and his wife Romalyn reside in a rural community near Lake Texoma. As empty nesters, their growing family includes two sons and their wives, along with three precious grandchildren, with more expected in the years ahead.

 

Mark is a distinguished professional, skillfully blending his financial planning expertise with his personal interests and unwavering commitment to philanthropy. His dedication to continuous learning, exceptional leadership abilities, and active community service underscore his commitment to personal and professional growth. Moreover, his passion for golf, fishing, and giving back enriches his life and serves as the driving force behind his mission to help clients achieve financial security while supporting the causes they deeply 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.

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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.”