Mark Trewitt is a distinguished financial planning expert based in Plano, Texas, with a specialized focus on estate planning, wealth preservation, tax mitigation, and charitable tax planning. Boasting over forty years in the financial services industry, he has profoundly influenced wealth management for numerous clients. His passion for education permeates his professional activities and interactions with client families, underlining his lifelong dedication to aiding clients in achieving their goals for wealth accumulation and philanthropy while strategically avoiding "involuntary philanthropy."

Since starting his career in 1981, Mark has been a guiding force in steering clients toward financial security and independence. He founded Integrated Financial Solutions Group in 2006, a family office wealth management firm. His approach is deeply educational, as highlighted by his 2016 book "Integrated Generosity," which elaborates on the strategies he has honed throughout his career.

Trewitt employs a novel financial planning method that utilizes government tax incentives associated with charitable giving to achieve significant tax reductions or even elimination. His comprehensive approach ensures meticulous attention to detail, optimizing tax reduction strategies and enabling families to allocate income and estate taxes towards stewardship and targeted philanthropic efforts driven by their passions and objectives.

His authority in the field has been acknowledged with the Five Star Wealth Manager Award for three consecutive years, a testament to his high client retention rate, consistent growth, and favorable regulatory standing. He is also a contributing author to numerous publications, particularly on topics such as discounted Roth conversions and charitable strategies.

Over the last two decades, Mark Andrew Trewitt has delivered over 250 educational seminars on "Practical Tax Solutions" and "Stop the Wealth Leakage," targeting business owners and addressing their specific challenges. His advice has benefited executives, pre-retirees, and retirees from renowned corporations like Raytheon, Exxon, and Texas Instruments, helping to redirect substantial amounts of money from taxes to their chosen philanthropic causes.

Disclaimer: “Advisory services are 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.”