U.S. federal trademark · Serial No. 88700743 · Reg. No. 6852873
Estate planning in the field of wealth management; Financial advisory and consultancy services in the field of wealth management; Financial analysis and consultation in the field of wealth management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development in the field of wealth management; Financial consulting services in the field of planned giving for non-profit and charitable organizations in the field of wealth management; Financial planning in the field of wealth management; Financial planning consultation in the field of wealth management; Financial risk management consultation 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.