U.S. federal trademark · Serial No. 99594336
Financial wealth management services; Financial planning and investment advisory services; Financial management relating to investments; tax-efficient investment portfolio strategy and optimization, namely, Tax-efficient financial management of investment portfolios for others, Financial advice in the field of taxes, Advising business and individuals on issues of portfolio planning and investment planning, Providing information regarding tax-efficient financial investment strategies; estate planning; wealth transfer planning; charitable giving planning, namely developing and managing charitable giving programs on behalf of wealthy individuals or families; retirement planning guidance, namely, financial planning for retirement; financial risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.