U.S. federal trademark · Serial No. 88515435 · Reg. No. 6076465
investment management; investment advisory services; financial portfolio management; financial planning; financial planning for retirement; financial risk management; financial management; cash management; financial services, namely, strategic wealth advisory services in the field of wealth management planning for individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.