U.S. federal trademark · Serial No. 86659792 · Reg. No. 4889072
Providing financial advisory services, namely, investment consultation, strategic asset allocation, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, integrated asset allocation and portfolio design, customized asset management programs, diversification strategies, alternative investments, debt management, estate planning, education planning and multigenerational financial planning; financial services, namely, wealth management services; consulting and information concerning insurance; financial consultancy and insurance consultancy; financial advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.