Mark Trewitt Male • United States of America

Mark Trewitt is a highly esteemed financial planning expert hailing from Plano, Texas, with a specialization in estate planning, wealth preservation, tax mitigation, and charitable tax planning. With an impressive track record spanning over four decades in the financial planning and services sector, he has made a notable impact on the wealth management of his valued clients. His passion for teaching is evident in his professional pursuits and interactions with client families, underscoring his unwavering commitment to helping them achieve their financial goals, including wealth accumulation and philanthropic objectives, thereby eliminating the notion of "involuntary philanthropy."



Since 1981, Mark has been guiding his clients toward financial independence and security. In 2006, he took a significant step in his career by founding Integrated Financial Solutions Group, a family office wealth management firm. At the core of his approach lies a strong emphasis on education, as evident in his 2016 book "Integrated Generosity," which thoroughly expounds on the strategies he has acquired, observed, developed, and successfully implemented throughout his extensive and illustrious career.



He is not only an exceptional financial planning expert but also an engaging educator and advisor. Over the past two decades, he has conducted more than 250 educational seminars, sharing valuable insights on "Practical Tax Solutions" and "Stop the Wealth Leakage," resulting in redirecting millions of dollars from client taxes towards their chosen charitable causes.



With a profound academic background and vast expertise, Mark Andrew Trewitt is a published author, further demonstrating his dedication to assisting clients in making informed financial decisions. His areas of expertise encompass crucial aspects such as business succession/transition, wealth preservation, zero-tax estate planning, and high-impact charitable planning—all of which have been instrumental in shaping his successful and rewarding 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.”