U.S. federal trademark · Serial No. 77017512 · Reg. No. 3364289
Tax and taxation planning, advice, information and consultancy services
Consulting services, namely, consulting, counseling, advising, planning, and financial management services in the fields of wealth planning, wealth management, money management, and personal finance; estate planning; investment services, namely, asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.