U.S. federal trademark · Serial No. 99608822
Financial advisory services in the field of wealth management; Strategic financial advisory services in the field of wealth management; Financial advisory and consultancy services in the field of in the field of wealth management; Strategic corporate financial advisory services in the field of wealth management; Financial planning and investment advisory services in the field of wealth management; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments in the field of wealth management; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development in the field of wealth management; none of the foregoing to include financial customs brokerage services
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