U.S. federal trademark · Serial No. 87599250
Business planning services, namely, investment strategy in the nature of preparation of reports relating to finance and investments and succession planning
Financial services, namely, wealth management for succession and estate planning; providing a website featuring advice and information about financial services, namely, wealth management for succession and estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.