U.S. federal trademark · Serial No. 99173846
Investment of funds; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial consultation services to individual investors, families, companies; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Providing information in the field of wealth management for individuals, families, corporations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.