OPTIFOUR PROTECTS YOUR LIFE’S GOALS.
- OUR PRINCIPALS
- OUR INTEGRATED WISDOM
- SERVICE & SUPPORT
I. MARK COHEN, J.D., LL.M, CFP ® | Chairman
Mark Cohen is the founding partner and visionary for both OptiFour Integrated Wealth Management, LLC, Registered Investment Advisor, and Cohen & Burnett, P.C., Attorneys and Counselors at Law, as well as the co-author of Lessons to My Children: Simple Life Lessons for Financial Success, Wealth and Abundance.
Mark is licensed to practice law in both Virginia and Arizona, and is an active member of the Legislative Committee of the Wills Trusts and Estates Section of the Virginia State Bar Association, and the Cosmos Club (distinguished in the law). Mark is a frequent lecturer and writer at attorney CLE seminars where he specializes in estate planning, financial planning, and ethics.
He has been published extensively in trusts and estates journals and magazines, and is the author of the first and only comprehensive treatise on the Uniform Trust Code, now in its second edition (Cohen, 864 T.M. 2nd, Uniform Trust Code).
He is married to his wife Leigh, with whom he has four children, Dana, Michael, Rachel, and Holly. He enjoys woodworking, guitar, and anything that involves the outdoors. He is on the board of the Potomac Conservancy and is a passionate supporter of the Leukemia & Lymphoma Society.
WES D. BURNETT, J.D., LL.M., CFP ® | President and CEO
After graduating Cum Laude from Vanderbilt University with a Bachelor of Arts Degree in History, Philosophy and Political Science, Wes pursued a law degree at the George Washington University Law School. Upon completion of his J.D., he entered on active duty with the Navy as a judge advocate. In 1983, he earned a Masters of Law Degree with Highest Honors in International and Comparative Law at George Washington University Law School. He retired from the Navy as a senior captain in May 2000 and joined I. Mark Cohen’s law practice. He has since been admitted to the practice of law in Maryland and the District of Columbia. In 2003, he became a Certified Financial Planner®.
Wes is proud to serve in various leadership roles with George Washington University and its Law School. In April of 2010, he was bestowed the George Washington (GW) University Alumni Outstanding Service Award for his exceptional service to the entire GW University community. On July 1, 2013, he became a member of the Board of Trustees of George Washington University.
Wes is married to his wife Barbara with whom he has three children, David, Edward and Jennifer. Together, they have funded a George Washington University Law Student Scholarship Fund and have endowed the Burnett Family Professorial Lecturer in International and Comparative Law and Policy at the Law School.
Wes served on the St. John’s Foundation Board of Trustees for people with disabilities. He also served in a leadership role for the Cosmos Club in Washington, D.C. Wes enjoys hiking, biking, running, stamp collecting, history and travel.
At OptiFour, your goals are the driving force behind our guiding principles. We provide access to world-class resources that we believe to be essential to your experience, opportunities and resources. With OptiFour, you gain access to unique analysis and planning processes, an extensive suite of investment and risk products, on-demand and third-party resources and sophisticated delivery. We strive to serve our clients with the utmost speed and efficiency across all disciplines, including Financial Planning and Execution, Risk Management, Legal Planning and Execution and Tax Strategies and Services.
OptiFour works with individuals and their families to protect their assets and create a legacy for future generations. After building a lifetime of wealth, you deserve a trusted partner who will protect it. OptiFour provides clients with wisdom and unparalleled solutions. We invite you to contact us for more information or set up a meeting for a confidential review of your portfolio.
Our suite of solutions include:
Through a unique proprietary analysis and planning process, we offer an extensive suite of investment and risk products to ensure that clients receive world-class capabilities. OptiFour has established an exceptional paradigm in wealth management that integrates our wisdom with the achievement of your goals conveniently, efficiently and cost-effectively.
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