U.S. federal trademark · Serial No. 99561323
Financial wealth management services; Financial planning; Financial advisory and consultancy services; Investment advisory services; Financial planning for retirement; Reinsurance brokerage services; Estate trust management; Wealth transfer planning; Providing information in the field of wealth management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.