U.S. federal trademark · Serial No. 88707611 · Reg. No. 6284270
Wealth management; Financial asset management; Providing financial information; Charitable foundation services, namely, providing financial assistance for programs and services of others
Accounting services; Account auditing; Tax and taxation planning, advice, information and consultancy services; Tax preparation; Assistance and advice regarding business organization and management; Business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.