U.S. federal trademark · Serial No. 88666847 · Reg. No. 6063633
Financial consulting services, namely, advising companies, business owners, and individuals on wealth management, asset management, retirement planning, risk management, education funding, investment planning, employee and executive benefits, and coordination with tax and legal advisors in tax management and estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.