OptiFour Integrated Wealth Management was founded with the goal of assisting successful individuals and their families in every aspect of their financial lives. We are committed to providing the most comprehensive and personal service available as we strive to help each of our clients create financial stability, security and independence. It has been an honor being able to serve some of the most successful individuals, families, and businesses in the Washington, D.C. Metro Area over the past 18 years.
Almost two decades ago, Mark Cohen, JD, LL.M, CFP® realized that law firm clients who sought counsel from other financial companies received advice that had the company’s best interest in mind versus the client’s. Out of concern for his clients, Mark founded OptiFour Integrated Wealth Management, LLC. to address the complex interactions associated with an individual’s tax, legal, investment and estate issues. To deepen his level of service, Mark studied for and became a Certified Financial Planner® and founded OptiFour, then known as Legacy Analytics.
OptiFour simplifies complex situations, offering a holistic, integrated approach to client needs and goals. OptiFour’s system is a consolidated analysis, implementation and continuous monitoring program for investments, taxes, legal, and life goals.
In 2000, Weston D. Burnett, JD, LL.M, CFP® embraced the OptiFour concept and joined the firm as Managing Partner to bring this client-centric model to the greater market. Today, OptiFour provides a multi-disciplinary approach to wealth management, helping each client realize their personal goals.