U.S. federal trademark · Serial No. 99851129
Financial services, namely, wealth management; financial planning consultation; financial portfolio analysis services; financial portfolio management; financial risk management; family financial asset management; estate planning services; estate trust planning; estate trust management; financial trust administration; charitable fundraising
Tax consulting services; tax planning; accounting services; business administration and management services; marketing services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.