U.S. federal trademark · Serial No. 99906355
Financial wealth management services; Providing information in the field of wealth management; Providing information regarding financial investment strategies; Family office services in the nature of financial wealth management services; Financial management; Financial planning; Financial risk management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Investment advisory services; Investment services, namely, asset acquisition, consultation, development and management services
Educational services, namely, in-person seminars in the field of wealth management strategy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.