U.S. federal trademark · Serial No. 97419901 · Reg. No. 7050909
Financial planning and investment advisory services; Financial planning, namely, creating personalized financial strategies for families or family offices, estate and financial advice relating to tax planning services for families or family offices; Financial services, namely, wealth management services; Investment advisory services; Investment management; Financial retirement plan consulting services; Financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.