U.S. federal trademark · Serial No. 77412736 · Reg. No. 3611151
Financial services, namely, providing investment management, financial planning, estate planning, insurance planning and review of current policies; charitable services, namely, developing and managing charitable giving programs on behalf of individuals
Providing business succession planning, tax and taxation planning, advice, information and consulting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.