U.S. federal trademark · Serial No. 99423864 · Reg. No. 8407029
Business consulting and advisory services in the fields of wealth management, retirement planning, estate planning, risk management, executive benefits, and business succession planning for high-net-worth individuals and closely held businesses
Financial advisory services; financial wealth management services; investment advisory services; financial retirement planning services; estate planning services; financial risk management consultancy; strategic corporate finance advisory services; insurance consultancy services, namely, providing advice in the field of supplemental executive retirement plans (SERPs), and executive compensation planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.