GROW WISER

Owners

Goods & Services

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; consulting in the field of financial information management; arranging and conducting business conferences in the fields of financial management and business management and the foregoing; educational services, namely, arranging and conducting courses, seminars, workshops, and classes in the fields of financial management and business management and the foregoing; none of the foregoing involving administration of employee benefits or employee benefit plans or insurance underwriting

Business consulting in the field of financial management and business management; providing information in the fields of business management, business marketing, business acquisitions and mergers consulting; business consulting; analysis services, namely, market analysis; conducting business and market research surveys; conducting business research and surveys; economic forecasting and analysis