U.S. federal trademark · Serial No. 97034539 · Reg. No. 7844674
Estate planning; Financial planning in the field of wealth management for private individuals; Insurance risk management; Financial wealth portfolio management for individuals; Financial management in the field of personal financial planning, investment portfolio management, specifically as to individual wealth management, liability management, insurance and risk management, and estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.