U.S. federal trademark · Serial No. 50148429
Financial advisory and consultancy services; Financial portfolio management; Financial services, namely, wealth management services; Financial services, namely, estate settlement services; Financial trust administration; Financial risk management consultation; Financial asset management; Estate planning; Financial planning and investment advisory services; Financial advice; Investment management; Financial advisory and consultancy services, namely, cash flow management; Philanthropic services concerning monetary donations; Financial risk management; Insurance consultation; Investment advice; Investment consultation; Financial advisory and consultancy services, namely, coordination of estate, retirement, and charitable planning; Financial analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.