Mark A Trewitt
Mark A Trewitt is a highly esteemed financial planning expert hailing from Plano, Texas. With over four decades of experience in the financial planning and wealth management sector, he has been a guiding force for numerous clients in achieving financial independence and security. In 2006, he took a significant step in his career by founding the Integrated Financial Solutions Group, a prominent family office wealth management firm. Throughout his extensive career, his approach has been deeply rooted in education, which is evident in his well-received 2016 book "Integrated Generosity." In this book, he expounds on the strategies he has acquired, observed, developed, and successfully applied, further emphasizing his dedication to empowering his clients through knowledge.
One of his key areas of expertise is charitable tax planning, where he creatively utilizes government tax incentives and various available measures to help his clients achieve current tax reductions or elimination. His unique process involves a comprehensive 360-degree approach, ensuring that no aspect is overlooked. By optimizing tax reduction strategies, he enables families to redirect income and estate taxes towards family stewardship and philanthropic endeavors in alignment with the client's passions and objectives.
Beyond his professional endeavors, he finds joy and relaxation in spending quality time with his family and engaging in his hobbies of golf and fishing. These activities offer him a respite from his busy professional life and provide an opportunity to reconnect with nature and engage in friendly competition.
Mark Andrew Trewitt and his wife Rosalyn, also a native Dallasite, reside in a rural community near Lake Texoma. As empty nesters, their family continues to grow, including two sons, their wives, and three precious grandchildren, with more expected in the future.
A distinguished professional, he skillfully blends his financial planning expertise with personal interests and a profound commitment to philanthropy. His dedication to continuous learning, evident leadership abilities, and active community service highlights both his personal and professional growth commitment. Fueled by his passion for golf, fishing, and giving back, his mission is to help his 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. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.”
One of his key areas of expertise is charitable tax planning, where he creatively utilizes government tax incentives and various available measures to help his clients achieve current tax reductions or elimination. His unique process involves a comprehensive 360-degree approach, ensuring that no aspect is overlooked. By optimizing tax reduction strategies, he enables families to redirect income and estate taxes towards family stewardship and philanthropic endeavors in alignment with the client's passions and objectives.
Beyond his professional endeavors, he finds joy and relaxation in spending quality time with his family and engaging in his hobbies of golf and fishing. These activities offer him a respite from his busy professional life and provide an opportunity to reconnect with nature and engage in friendly competition.
Mark Andrew Trewitt and his wife Rosalyn, also a native Dallasite, reside in a rural community near Lake Texoma. As empty nesters, their family continues to grow, including two sons, their wives, and three precious grandchildren, with more expected in the future.
A distinguished professional, he skillfully blends his financial planning expertise with personal interests and a profound commitment to philanthropy. His dedication to continuous learning, evident leadership abilities, and active community service highlights both his personal and professional growth commitment. Fueled by his passion for golf, fishing, and giving back, his mission is to help his 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. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.”