U.S. federal trademark · Serial No. 88488393 · Reg. No. 6015282
Financial services, namely, wealth management services; investment management; portfolio planning and management, namely, financial portfolio management; financial planning and investment advisory services; philanthropic planning, namely, philanthropic services concerning monetary donations; estate planning; college and education consulting services, namely, assisting students in applying for scholarships and financial aid; Financial retirement plan consulting, design and implementation in the nature of financial planning for retirement; family legacy planning in the nature of estate planning; fiduciary services, namely, fiduciary representative services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.