Mark Andrew Trewitt

Mark Andrew Trewitt is a highly esteemed financial planning expert based in Plano, Texas, with a specialization in estate, wealth preservation, tax mitigation, and charitable tax planning. With a remarkable four dMark Andrew Trewittecades of experience in the financial planning and services sector, he has significantly impacted the wealth management of his clients. Beyond his professional acumen, his passion for teaching shines through in his interactions with client families, underlining his lifelong commitment to helping clients achieve their financial objectives, be it wealth accumulation or philanthropic endeavors, while striving to eliminate "involuntary philanthropy."

Since 1981, Mark has been diligently guiding his clients toward financial independence and security. In 2006, he took a significant step in his career by establishing Integrated Financial Solutions Group, a family office wealth management firm. His approach is deeply rooted in education, and this is evident in his 2016 book "Integrated Generosity," where he further elaborates on the strategies he has acquired, observed, developed, and successfully applied throughout his extensive career.

Beyond his role as a financial planning expert, he has also proven to be an engaging educator and advisor. Over the past two decades, he has conducted over 250 educational seminars on "Practical Tax Solutions" and "Stop the Wealth Leakage," successfully redirecting tens of millions of dollars from client taxes to support the charitable causes close to their hearts.

Mark's academic background and expertise are commendable. As a published author, his book "Integrated Generosity - Moving from Involuntary Philanthropy toward Intentional Stewardship and Directed Generosity," reflects his unwavering dedication to assisting clients in making informed financial decisions.