U.S. federal trademark · Serial No. 50024055
Financial services, namely, wealth management services; Financial asset management; Investment advisory services; Financial consultation in the field of savings strategies and debt management; Financial planning and advisory services; investment portfolio management; retirement planning services; estate planning services in the nature of financial planning; financial planning for tax-advantaged investment strategies, life events, legacy planning, and intergenerational wealth transfer; financial evaluation and assessment services; financial monitoring and portfolio rebalancing services; financial advisory services relating to 401(k) plans, retirement accounts, health savings accounts, and employee benefit plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.