SCALE STEWARD

Owner

Goods & Services

Providing temporary use of on-line non-downloadable cloud computing software for use in financial advisory practice management, customer relationship management, document management, and marketing campaign management; Software as a service (SAAS) services featuring software for project management; Rental of computer software for financial management

Financial planning; Financial planning consultation; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Investment advisory services; Financial planning and investment advisory services; Estate planning; Providing information in the field of wealth management; Providing information in the field of estate planning

Educational services, namely, conducting classes, seminars, and workshops in the field of financial advisory practices and family wealth facilitation; Providing training in the field of financial advisory practices; Conducting workshops and seminars in financial advisory services; On-line publication of electronic periodicals

Business management consulting; Provision of an online marketplace for buyers and sellers of goods and services; Business networking of peer to peer learning groups of high net worth individuals; On-line business networking services; General business networking referral services, namely, promoting the goods and services of others by passing business leads and referrals among group members