Mark Trewitt

Mark Trewitt Email and Phone Number

Financial Planning and Investment Management @ Integrated Financial Solutions Group
Texas, United States
Mark Trewitt's Location
Dallas-Fort Worth Metroplex, United States
Mark Trewitt's Contact Details

Mark Trewitt work email

Mark Trewitt personal email

n/a

Mark Trewitt phone numbers

About Mark Trewitt

With 40 years experience in financial services, Mark brings a wealth of experience to the table in helping clients preserve and grow wealth. Mark is the founder of Integrated Financial Solutions Group (IFSG), providing comprehensive financial planning services, which include retirement planning, estate and charitable plan design, wealth transfer planning, as well as managed and alternative investments. Mark is also Founder of Integrated Generosity, LLC, an affiliate of IFSG.Business owners with an eye toward exit planning are well served through affiliation with Action Business Brokers, a leading franchisee of Murphy Business Sales, the nation's leading Business Brokerage Company.Mark's book (Integrated Generosity for Faith Based Families - 2016) includes contributed content from Bob Shank, David Willis, Todd Harper, Steve Kaloper and Aimee Minnich. Joining the power of biblical truth and stewardship with the practicalities of modern wealth management and Kingdom-oriented impact, Integrated Generosity was written to assist faith based families unleash directed "Kingdom Generosity" while achieving desired objectives for family wealth transfer and stewardship.Bob Shank, Founder/CEO of The Master's Program, prepares readers in the Foreword, indicating: "In this book – and, its suggestions – you will certainly be challenged with fresh thinking and workable strategies that are both innovative and tested.” For additional reviews of Integrated Generosity by Ministry and Business Leaders, please visit http://www.integratedgenerosity.com.Advisory services offered through Delta Investment Management, a Registered Investment Adviser.

Mark Trewitt's Current Company Details
Integrated Financial Solutions Group

Integrated Financial Solutions Group

View
Financial Planning and Investment Management
Texas, United States
Employees:
7
Mark Trewitt Work Experience Details
  • Integrated Financial Solutions Group
    Financial Planning And Investment Management
    Integrated Financial Solutions Group
    Texas, United States
  • Integrated Financial Solutions Group
    Financial Planning / Investment Management
    Integrated Financial Solutions Group Jan 2006 - Present
  • Integrated Financial Solutions Group
    Founder/ Managing Partner
    Integrated Financial Solutions Group 2006 - Present
    Plano, Tx
    40 Years experience in Financial Services. Mark is prepared to meet the advanced financial planning needs of individuals, professionals and small business owners, with an in depth understanding of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning. Member of Dallas Estate Planning Council, Estate Planning Council of North Texas.
  • Integrated Generosity Llc
    Founder / President
    Integrated Generosity Llc Dec 2014 - Present
    Plano, Texas
    He is a member of the North Texas Chapter of the Partnership for Philanthropic Planning and has served on the Generosity Council for the National Christian Foundation of North Texas. Mark formally served as the Managing Director and Co-Chairman of the DFW chapter of The Barnabas Group, which was launched under his leadership in 2014.
  • Integrated Generosity For Faith Based Families
    Author
    Integrated Generosity For Faith Based Families May 2015 - Oct 2020
    Plano, Tx
    "Integrated Generosity for Faith Based Families - Moving from Involuntary Philanthropy Toward Intentional Stewardship and Directed Generosity" includes contributed content from Bob Shank, David Willis, Todd Harper, Steve Kaloper and Aimee Minnich. Joining the power of biblical truth and stewardship with the practicalities of modern wealth management and Kingdom-oriented impact, Integrated Generosity was written to assist faith based families unleash directed "Kingdom Generosity" while achieving desired objectives for family wealth transfer and stewardship.Mark holds the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. Having learned earlier in his career to plan for client needs, Mark provides a higher level of service to his donor/clients, and to help advance philanthropy in their local communities. Mark is a top planner working to make our towns and cities better places to live for generations to come.
  • The Barnabas Group Dfw
    Managing Director / Co-Chairman
    The Barnabas Group Dfw Jun 2014 - Jul 2018
    Plano, Texas
  • The Master'S Program
    Alumni
    The Master'S Program 2005 - 2011
    Plano, Tx
    The Master's Program is designed to connect with business professionals. The Master's Program is unique in that it combines business experience and individual strengths with personal interest in Kingdom opportunities.When Balance is absent in other areas of our life besides the marketplace, our most precious resource time is held captive to the urgent. Too often the price of leadership in the marketplace has created a loss of personal margin, that is, a bankruptcy of time, resources, and creative energy available for Kingdom leadership. Join TMP to regain the power to choose and develop perspective.

Mark Trewitt Skills

Investments Estate Planning Financial Advisory Financial Planning Strategic Financial Planning Portfolio Management Strategic Planning Retirement Planning Financial Services Finance Leadership Small Business Iras Public Speaking Life Insurance Financial Planners Asset Allocation Management Certified Financial Planner Wealth Wealth Accumulation Strategy Wealth Management Marketing Strategy Charitable Gift Planning Retirement Roth Ira Strategic Partnerships Income Properties Income For Life Income Tax Wealth Preservation Planning Strategic Charitable Planning Intergenerational Wealth Transfer Planned Giving Tax Reduction Generosity Strategic Generosity Planning Published Author

Frequently Asked Questions about Mark Trewitt

What company does Mark Trewitt work for?

Mark Trewitt works for Integrated Financial Solutions Group

What is Mark Trewitt's role at the current company?

Mark Trewitt's current role is Financial Planning and Investment Management.

What is Mark Trewitt's email address?

Mark Trewitt's email address is ma****@****llc.com

What is Mark Trewitt's direct phone number?

Mark Trewitt's direct phone number is 121440*****

What are some of Mark Trewitt's interests?

Mark Trewitt has interest in Family, Strategic Financial Planning, Business Succession Planning, Charitable Planning, Golf.

What skills is Mark Trewitt known for?

Mark Trewitt has skills like Investments, Estate Planning, Financial Advisory, Financial Planning, Strategic Financial Planning, Portfolio Management, Strategic Planning, Retirement Planning, Financial Services, Finance, Leadership, Small Business.

Who are Mark Trewitt's colleagues?

Mark Trewitt's colleagues are Romalyn T., Lisa Lalk, Brian Williams, Sandy Redmon.

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