U.S. federal trademark · Serial No. 99016197 · Reg. No. 8099085
Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services
Bookkeeping; Accounting services; Business management, namely planning and organizing resources of clients and their businesses for wealth preservation and growth; Monitoring consumer credit reports and providing an alert as to any changes therein for business purposes; Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.