U.S. federal trademark · Serial No. 50112271
Financial wealth management services; Financial planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning for retirement; Estate planning; Providing information in the field of estate planning; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Consulting and information concerning insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.