U.S. federal trademark · Serial No. 98455963 · Reg. No. 7625394
Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing information in the field of estate planning
Business advisory services; Tax and taxation planning, advice, information and consultancy services; Business strategic planning services; Business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.