Mark Andrew Trewitt is a highly esteemed financial planning expert hailing from Plano, Texas, with a specialized focus on 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 significantly impacted the wealth management of his valued clients. His passion for teaching shines through 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 endeavors while striving to eliminate "involuntary philanthropy."

Since 1981, he has been dedicated to 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. At the core of his approach lies a strong emphasis on education, evident in his enlightening 2016 book titled "Integrated Generosity," which extensively expounds on strategies he has acquired, observed, developed, and successfully applied throughout his illustrious career.

A captivating educator and trusted advisor, he has hosted over 250 educational seminars in the last two decades, focused on enlightening his audience on "Practical Tax Solutions" and "Stop the Wealth Leakage." As a result of his expert advice, he has successfully redirected tens of millions of dollars from client taxes to their chosen charitable causes.

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," demonstrating 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 a cornerstone of his thriving 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.”

 

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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