U.S. federal trademark · Serial No. 88162613 · Reg. No. 5803972
Financial planning and investment advisory services; Financial planning, namely, creating personalized strategies for families or family offices; Financial planning, namely, estate and tax planning services for families or family offices; Financial services, namely, wealth management services; Investment advisory services; Investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.