U.S. federal trademark · Serial No. 90269297
Estate planning; Estate trust planning; Financial planning; Multi-generational financial planning; Insurance and financial information and consultancy services; Insurance consultancy; Investment advice; Investment consultancy; Investment management; Trustee services; Capital investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.