U.S. federal trademark · Serial No. 90000182 · Reg. No. 6414569
Estate planning; Estate trust planning; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial asset management; Financial planning for retirement; Financial retirement plan consulting services; Financial trust planning; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.