Mark Andrew Trewitt

Mark Andrew Trewitt is a highly regarded financial planning expert hailing from Plano, Texas, with a specialization in estate planning, wealth preservation, tax mitigation, and charitable tax planning. With an illustrious career spanning over four decades in the financial planning and services sector, he has made a significant impact on wealth management for his esteemed clients. His passion for teaching is evident in his professional pursuits and interactions with client families, showcasing his unwavering commitment to helping them achieve their financial goals, including wealth accumulation and philanthropic objectives, all while aiming to eliminate "involuntary philanthropy."

Since 1981, he has been diligently guiding his clients toward financial independence and security. In 2006, he took a pivotal step by establishing Integrated Financial Solutions Group, a distinguished family office wealth management firm. His approach is firmly rooted in education, as demonstrated by his enlightening 2016 book titled "Integrated Generosity." The book serves as a comprehensive guide, further expounding on the strategies he has acquired, observed, developed, and successfully applied throughout his extensive and accomplished career.

An engaging educator and trusted advisor, he has conducted over 250 educational seminars in the past two decades, focused on enlightening his audience on "Practical Tax Solutions" and "Stop the Wealth Leakage." Thanks to his expert advice, he has successfully redirected tens of millions of dollars from client taxes to their chosen charitable causes, making a tangible and positive impact.

Beyond his professional achievements, Mark Trewitt is a published author, with his book "Integrated Generosity - Moving from Involuntary Philanthropy toward Intentional Stewardship and Directed Generosity," showcasing his unwavering dedication to assisting clients in making informed financial decisions. His broad expertise, including in areas such as business succession/transition, wealth preservation, zero-tax estate planning, and high-impact charitable planning, has been instrumental in his successful and impactful career in the financial planning industry.

“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.”

Explore More About Trewitt:

https://about.me/mark-trewitt

https://medium.com/@mark-andrew-trewitt/mark-trewitt-financial-planning-estate-investment-wealth-management-plano-tx-ae38fff51de9

https://www.hngn.com/articles/260620/20240513/mark-trewitt-shares-insights-into-the-role-of-trusts-and-estate-planning-in-preserving-business-wealth.htm