Mark Trewitt

Mark Trewitt excels in financial planning by using government tax incentives. He focuses on charitable giving to reduce or eliminate taxes. His comprehensive approach thoroughly optimizes tax reduction strategies, empowering families to channel income and estate taxes into stewardship and philanthropy shaped by their passions and objectives. Mark's profound knowledge and strategic finesse in financial planning have garnered him the Five Star Wealth Manager Award for three consecutive years, a testament to his excellence characterized by client retention, growth, and a clean regulatory record. Additionally, he contributes his expertise to various publications, enhancing the field's understanding of Roth conversions and charitable planning. For over two decades, Trewitt has led more than 250 seminars on "Practical Tax Solutions" and "Stop the Wealth Leakage," focusing on the unique financial challenges of business owners. He has advised top executives and retirees from esteemed companies such as Raytheon, Exxon, and Texas Instruments, guiding them to preserve and grow their retirement assets. His counsel has redirected millions of dollars from taxes to charitable endeavors. Mark is a published author. His book, "Integrated Generosity—Moving from Involuntary Philanthropy toward Intentional Stewardship and Directed Generosity," underscores his commitment to informed financial decision-making. His expertise encompasses business succession, wealth preservation, zero-tax estate planning, and impactful charitable planning, all pivotal to his success. In his philanthropic pursuits, Mark Andrew Trewitt has been an active member of the Generosity Council for the National Christian Foundation of North Texas and served as Managing Director and Co-Chairman of the DFW chapter of The Barnabas Group from 2013 to 2017. He has facilitated connections between business leaders and Christian ministry opportunities through these roles, impacting local and global communities. Mark champions effective financial strategies through his multifaceted career and fosters a culture of generosity and impactful giving. Through his wealth management and dedicated service, he makes a significant difference in the lives of many.