Mark Trewitt

Meet Mark Trewitt, an esteemed financial planning expert who is making a significant impact through his innovative approach to charitable tax planning. His unique process involves leveraging government tax incentives available through charitable giving and other strategic measures to achieve current tax reduction or elimination for his clients. Employing a comprehensive 360-degree approach, he ensures that no aspect is overlooked while optimizing tax reduction strategies. This enables families to redirect income and estate taxes towards family stewardship and impactful charitable endeavors, all in alignment with the client's passions and objectives. Mark's expertise and contributions have garnered recognition in the financial services industry. Notably, he has received the esteemed Five Star Wealth Manager Award for three consecutive years. Reserved for advisors who meet ten objective criteria, including a high client retention rate, steady growth, and a favorable regulatory history, this accolade is a testament to his commitment to providing exceptional service and financial guidance. Moreover, he actively contributes to various publications, sharing his valuable insights on discounted Roth conversions and charitable strategies, further enriching the financial planning community. Beyond his professional achievements, Mark's passion for education shines through in his role as an engaging educator and advisor. Over the past two decades, he has conducted over 250 educational seminars on "Practical Tax Solutions" and "Stop the Wealth Leakage." His advice has resulted in redirecting tens of millions of dollars from client taxes to their chosen charitable causes, leaving a meaningful impact on the causes they support. “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.”