U.S. federal trademark · Serial No. 99900794
Financial advisory services; Financial wealth management services; Investment management; Investment advisory services; Financial planning and investment advisory services; Financial planning for retirement; Financial advice relating to retirement; Financial planning; Estate planning; Financial risk management consultation; Financial consulting; Financial portfolio management; Financial portfolio analysis services; Financial analysis; Financial analysis and consultation; Financial forecasting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Family office investment advisory services; Family office investment management services; Family office services in the nature of financial wealth management services; Providing financial consultation services to high net-worth individuals, business owners, executives and retirees
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.