U.S. federal trademark · Serial No. 98588362
Financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation management, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations for others; financial advising for and management of retirement plans, endowments and foundations for others; financial planning for retirement, business transitions, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services; Financial advice relating to tax; Insurance brokerage services; Insurance consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.