U.S. federal trademark · Serial No. 99617496
Estate planning; Estate trust planning; Financial advice relating to income tax; Providing information in the field of wealth management for high net worth individuals and small business owners; Financial wealth management services; Investment of funds for others in the fields of private and public equity, bonds and retirement; Investment advice in the fields of private and public equity, securities, bonds and retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund management for private clients; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial advisory and consultancy services, namely, creating personalized investment strategies for managing wealth
Tax planning; Tax preparation; Tax advisory services; Tax filing services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.