Mark Andrew Trewitt's expertise has garnered recognition in the financial services industry, and he has been honored with the Five Star Wealth Manager Award for three consecutive years. This prestigious accolade is reserved for advisors who meet ten objective criteria, including a high client retention rate, steady growth, and a favorable regulatory history. Additionally, Mark contributes his insights as an author to various publications, sharing knowledge on discounted Roth conversions and charitable strategies.

1. Mark Trewitt: A Renowned Financial Planning
Expert with a Philanthropic Vision
Mark Trewitt is an esteemed financial planning expert hailing from Plano, Texas. With a
specialization in estate, wealth preservation, tax mitigation, and charitable tax planning, he has
amassed over four decades of experience in the financial planning and services sector.
Throughout his career, Mark has left a notable impact on wealth management for his diverse
clientele. Besides his professional pursuits, his passion for teaching shines through in his
interactions with client families, making him a valuable resource in their financial journeys.

2. Mark's commitment to helping clients achieve their wealth accumulation and philanthropic
objectives showcases his dedication to making a difference and eliminating "involuntary
philanthropy."
Professional Career and Accomplishments
Since 1981, Mark has been guiding clients towards financial independence and security. In
2006, he founded Integrated Financial Solutions Group, a family office wealth management firm.
His approach to financial planning is deeply rooted in education, evident in his 2016 book
"Integrated Generosity," where he further expounds on strategies acquired, observed,
developed, and applied throughout his extensive career.
Driving Impact Through Charitable Tax Planning
Mark's approach to financial planning is characterized by innovation, especially when it comes
to leveraging government tax incentives through charitable giving and other available measures.
He employs a 360-degree approach to ensure nothing is overlooked, optimizing tax reduction
strategies for families. This enables them to redirect income and estate taxes towards family
stewardship and directed generosity, supporting causes that align with the clients' passions and
objectives.

3. Recognized Expert and Contributing Author
Mark A Trewitt's expertise has garnered recognition in the financial services industry, and he
has been honored with the Five Star Wealth Manager Award for three consecutive years. This
prestigious accolade is reserved for advisors who meet ten objective criteria, including a high
client retention rate, steady growth, and a favorable regulatory history. Additionally, Mark
contributes his insights as an author to various publications, sharing knowledge on discounted
Roth conversions and charitable strategies.
Engaging Educator and Advisor
Over the past two decades, Mark has conducted more than 250 educational seminars on
"Practical Tax Solutions" and "Stop the Wealth Leakage." Through his advice, he has
successfully redirected tens of millions of dollars from client taxes to their chosen charitable
causes.
Academic Background and Expertise
Mark is a published author of the book "Integrated Generosity – Moving from Involuntary
Philanthropy toward Intentional Stewardship and Directed Generosity." This book reflects his
dedication to assisting clients in making well-informed financial decisions. His areas of expertise
encompass business succession/transition, wealth preservation, zero-tax estate planning, and
high-impact charitable planning, all of which have been instrumental in his successful career.

4. Personal Life and Interests
Outside of his professional endeavors, Mark finds joy and relaxation in spending time with his
family and pursuing his hobbies of golf and fishing. Engaging in these activities allows him to
reconnect with nature and enjoy friendly competition.
A Distinguished Professional and Philanthropist
As a fourth-generation native Dallasite, Mark Andrew Trewitt, along with his wife Romalyn,
resides in a rural community near Lake Texoma. As empty nesters, they cherish their growing
family, which includes two sons and their wives, as well as three precious grandchildren, with
more expected in the years ahead.
Mark is not just an exceptional financial planning expert but also a person who blends his
professional expertise with personal interests and a strong commitment to philanthropy. His
dedication to continuous learning, leadership abilities, and community service underscore his
personal and professional growth. Mark's passion for golf, fishing, and giving back enriches his
life and fuels his mission of helping clients achieve financial security while supporting the
causes they deeply care about.