Since 1990

Founding Partner, I. Mark Cohen, J.D., LL.M., CFP®, and
Managing Partner, Weston D. Burnett, J.D., LL.M., CFP®
| 2008: |
Navigator Wealth Management, L.L.C. and Cohen & Burnett, P.C. re-branded law firm identity/logo and re-named company newsletter to Compass Rose. |
| 2008: |
Navigator Wealth Management, L.L.C. and Cohen & Burnett, P.C. relocated to their current address, Suite 205 at 7601 Lewinsville Rd., McLean, VA. |
| 2007: |
Navigator Wealth Management, L.L.C. and Cohen & Burnett, P.C. embarked on strategic planning, developing a corporate mission statement and plans for expansion. |
| 2000: |
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| 1997: |
Navigator Wealth Management, L.L.C. (formerly Legacy Analytics, L.L.C.) took on its first high net-worth client. |
| 1990: |
I. Mark Cohen set up his own firm, I. Mark Cohen & Associates in McLean, VA to focus exclusively on estate planning, tax planning, and estate administration. |
To learn more about Navigator Wealth Management's holistic business model and how this was designed to make your life easier, please schedule a free consultation today.