U.S. federal trademark · Serial No. 98836256
Providing personalized financial planning and investment advisory services to individuals, families, and business owners, namely, comprehensive wealth management, retirement income strategies, tax-aware investment planning, estate and legacy planning, risk management consulting, business succession strategy development, and guidance on multigenerational wealth transfer; Excludes services related to the administration of employee benefit plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.