U.S. federal trademark · Serial No. 98459686 · Reg. No. 7668085
Financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation in the nature of financial asset management, cash flow management in the nature of advising as to financial cash flow for individuals and businesses , investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; trust and estate financial administration services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and charitable foundations; advising for and management, namely strategic financial advisory services and estate trust management of retirement plans, endowments and charitable foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services provided by a Registered Investment Advisor (RIA)
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