U.S. federal trademark · Serial No. 98122939 · Reg. No. 7831090
Financial planning namely for individuals and families; Financial planning and investment advisory services namely for individuals and families; Financial planning consultation namely for individuals and families; Financial planning for retirement; Investment management; Financial management in the field of individual plans, retirement plans, family wealth strategies, investment strategies, and tax and wealth building strategies; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services for individuals and families.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.