SHARPE WEALTH

Owners

Goods & Services

Financial wealth management services; Providing information in the field of wealth management; Financial services, namely, wealth management services; Investment advice; Investment management; Investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning and investment advisory services; Investment of funds for charitable purposes; Providing information regarding financial investment strategies; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Advice relating to investments; Financial management relating to investments; Information, advisory, consultancy and financial research services relating to finance and investments; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Advice on finance during retirement; Providing information in the field of finance; Providing information in the field of personal finance; Providing on-line news in the field of finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Individual retirement account services; Financial administration of retirement plans; Financial advice on retirement; Financial retirement plan consulting services; Financial advice relating to retirement