U.S. federal trademark · Serial No. 87440491 · Reg. No. 5346095
Financial consulting services in the fields of personal wealth, estate planning, financial planning, financial valuation, risk management, and asset management; Financial services, namely, wealth management services; financial retirement plan consulting services; financial consultancy and insurance consultancy; insurance information and consultancy; insurance brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.