U.S. federal trademark · Serial No. 97661268 · Reg. No. 7246883
Financial advisory and consultancy services in the fields of estate planning, tax planning, charitable giving, wealth preservation and asset protection, retirement planning and modeling, and financial risk and debt management; Investment advisory services; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.