U.S. federal trademark · Serial No. 99932188
Financial advisory services; Financial planning; Investment advisory services; Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial planning for retirement; Financial retirement plan consulting services; Estate planning; Estate trust planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consultancy; Financial consultation; Financial consulting; Investment management; Financial portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.