U.S. federal trademark · Serial No. 90298375 · Reg. No. 6445813
Financial services, namely, wealth management services; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial management in the field of Socially Responsible Investing; financial management in the field of ESG (Environmental, Social and Governance) investing; investment management in the field of Socially Responsible Investing; financial management in the field of Impact Impact investing; financial planning and investment advisory services; financial planning services, namely, the creation of personalized strategies to achieve financial independence; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services
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