Our History

For nearly two decades, we've been privileged to serve some of the most successful individuals, families, and businesses in the Washington, D.C. metro area - and most importantly, to earn and keep their trust. 

Navigator Wealth Management, LLC (formerly Legacy Analytics, LLC) has been meeting the wealth management needs of the clients of the law firm Cohen & Burnett, P.C. since 1990, and was incorporated in 1997.
 
In the past, I. Mark Cohen, JD, LL.M, CFP® had observed that law firm clients who sought counsel from other financial companies received either limited or self-serving advice from them.  Always concerned for the welfare of his clients, and recognizing that an objective, inclusive, consolidated wealth management program did not exist for those clients, Mark founded Navigator Wealth Management, LLC.

Comprehensive wealth management, however, needs to address the complex interactions associated with an individual's tax, legal, investment and estate issues. Given the limitations of the then-current resources, it was clear that a quantum leap in conceptual and economic modeling was required. This prompted a call by Mark to his father, Dr. D. Allen Cohen, PhD (Physics), a renowned leader in the development of computer-based modeling systems. Together they embarked on a monumental project to create a revolutionary, bias-free wealth management computer model for Navigator Wealth Management called StrataGem.T

To paraphrase what has been said about Navigator Wealth Management from its first day of operation, they take a very complex situation and make it simple; a holistic, integrated approach to Client needs and goals.  Their 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® a long time Navy JAG friend of Mark's, embraced the Navigator concept and joined the firm as Managing Partner to bring this client-centric model to the greater market place.

Today, Navigator Wealth Management is fulfilling its Strategic Objective by providing a multi-disciplinary approach to wealth management. We deliver to each of our Clients the opportunity to realize their personal goals.

MILESTONES SINCE 1990

INTEGRATED, EXPERT WEALTH MANAGEMENT BUILT AROUND YOUR LIFE GOALS

 

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