Mark Trewitt

Meet Mark Trewitt, a distinguished financial planning expert with a passion for driving impact through philanthropy. Over the past two decades, he has shared his wealth of knowledge by conducting over 250 educational seminars on “Practical Tax Solutions” and “Stop the Wealth Leakage.” His invaluable advice has resulted in redirecting tens of millions of dollars from client taxes to their chosen charitable causes, making a tangible and meaningful impact on the communities they support.

As a published author, his book “Integrated Generosity – Moving from Involuntary Philanthropy toward Intentional Stewardship and Directed Generosity,” stands as a testament to his dedication to assisting clients in making informed financial decisions. His areas of expertise include business succession/transition, wealth preservation, zero-tax estate planning, and high-impact charitable planning, all of which have played a crucial role in his successful career.

In his personal life, he finds joy and relaxation in spending quality time with his family, especially enjoying moments with his wife Rosalyn. He has a passion for golf and fishing, both of which offer a respite from his professional life, allowing him to reconnect with nature and engage in friendly competition.

A fourth-generation native Dallasite, he and Romalyn reside in a serene rural community near Lake Texoma. As empty nesters, their growing family includes two sons and their wives, along with three precious grandchildren, with more expected in the years ahead.

Mark A Trewitt is not only a distinguished professional but also a compassionate individual who blends his financial planning expertise with his personal interests and commitment to philanthropy. His dedication to continuous learning, leadership abilities, and community service underscores his commitment to personal and professional growth. His 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.

Please note that advisory services are offered through Delta Investment Management (DIM), an SEC Registered Investment Adviser, and IFSG University is not an accredited institution of higher learning. Other than an administrative services agreement, IFSG, and IFSG University are not affiliated with DIM.

“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.”