U.S. federal trademark · Serial No. 85778179 · Reg. No. 4420843
Providing financial advisory services, namely investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, and estate planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.