Mark Andrew Trewitt
Mark Trewitt, hailing from Plano, Texas, is a revered figure in financial planning, focusing his expertise on estate planning, wealth preservation, tax mitigation, and charitable tax planning. With a career spanning over 40 years in the financial planning and services industry, he has profoundly influenced the wealth management landscape for his clientele. His deep-seated passion for teaching shines through in his professional endeavors and interactions with clients and their families. He is wholeheartedly committed to assisting his clients in achieving their wealth accumulation goals and charitable and philanthropic aspirations, all while helping them avoid "involuntary philanthropy."
Professional Career and Accomplishments
Mark holds the title of Master of Financial Planning and Wealth Management. He began his journey in this field in 1981, dedicated to guiding his clients toward financial independence and security. 2006, he founded Integrated Financial Solutions Group, a family office wealth management firm. His systematic approach is heavily focused on education, as illustrated in his 2016 publication "Integrated Generosity," where he elaborates on the strategies he has acquired, observed, developed, and refined throughout his extensive career.
Driving Impact Through Charitable Tax Planning
Trewitt employs an innovative financial planning strategy that utilizes government tax incentives associated with charitable giving, among other tactics, to facilitate current tax reduction or elimination. His comprehensive process ensures every detail is noticed, optimizing tax reduction strategies to allow families to channel income and estate taxes towards fostering family stewardship and directed generosity with endpoints and causes that resonate with the client's passions and objectives.
Recognized Expert and Contributing Author
Mark's expertise and unique approach in the financial services sector have earned him several accolades, including the Five Star Wealth Manager Award for three consecutive years. This prestigious award is given to advisors who meet ten objective criteria, which include high client retention rates, consistent growth, and a commendable regulatory record. He is also a recognized voice in the field, contributing to various publications with insights on discounted Roth conversions and charitable strategies.
Engaging Educator and Advisor
For the past two decades, Mark Andrew Trewitt has delivered over 250 educational seminars titled "Practical Tax Solutions" and "Stop the Wealth Leakage." He has been particularly influential among business owners, advising executives, pre-retirees, and retirees from prominent companies such as Raytheon, Exxon, and Texas Instruments on preserving and enhancing their retirement savings. Through his guidance, he has redirected tens of millions of dollars from client taxes toward their chosen philanthropic causes.
Portfolio Website: https://markandrewtrewitt.com
Learn More About 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