U.S. federal trademark · Serial No. 98117088 · Reg. No. 7472239
Financial services, namely, wealth management services for high-net-worth clients; Financial services, namely, financial portfolio management, financial planning for retirement, financial planning relating to tax, and financial planning relating to legacy planning and charitable giving; estate planning; insurance consulting the field of life insurance.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.