U.S. federal trademark · Serial No. 98963728
Estate planning; Financial consultancy services; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial services, namely, wealth management services; Investment advice in the fields of securities, retirement, private and public equity; Providing information in the field of estate planning; Providing information in the field of financial planning; Providing information in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.