U.S. federal trademark · Serial No. 90730675
Financial planning and investment advisory services; financial planning for retirement, wealth accumulation and protection, and generational transfer of assets; financial portfolio management services; investment services, namely, financial asset management for wealth allocation, cash flow financial management, investment consultation and management services; financial investment services in the field of securities investment accounts through third party brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.