Mark Trewitt's exceptional expertise and contributions have earned him well-deserved recognition in the financial services industry. His commendable achievements include receiving the prestigious Five Star Wealth Manager Award for three consecutive years. This distinguished accolade, reserved for advisors who meet stringent objective criteria, such as maintaining a high client retention rate, steady growth, and a favorable regulatory history, serves as a testament to his unwavering commitment to delivering outstanding service and financial guidance. Moreover, he actively contributes to various publications, sharing valuable insights on discounted Roth conversions and charitable strategies, enriching the financial planning community with his wealth of knowledge.
Beyond his professional accomplishments, Mark demonstrates a genuine passion for education as an engaging educator and advisor. Over the past two decades, he has conducted more than 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, leaving a lasting positive impact on the causes they support.
Mark's dedication to assisting clients in making informed financial decisions is further exemplified by his published book, "Integrated Generosity - Moving from Involuntary Philanthropy toward Intentional Stewardship and Directed Generosity." In this compelling work, he underscores the importance of thoughtful and purpose-driven financial planning. His areas of expertise, including business succession/transition, wealth preservation, zero-tax estate planning, and high-impact charitable planning, have been pivotal in shaping his highly successful career.
Mark A Trewitt's unwavering commitment to innovative financial planning and driving impact through charitable tax planning cements his status as a respected leader in the financial services industry. As an engaging educator and prolific author, he continues to positively influence the financial well-being of his clients and contribute significantly to the betterment of their chosen charitable causes. His dedication to assisting clients in achieving their financial goals and making a lasting difference showcases his genuine passion for financial stewardship and philanthropy.
“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.”
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