U.S. federal trademark · Serial No. 86553509 · Reg. No. 4952721
Financial advisory and consulting services, namely, comprehensive fee-based wealth management in the nature of investment management, risk assessment, liquidity needs, insurance analysis, education savings, financial analysis of closely-held businesses, tax planning, charitable giving, and retirement savings
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.