U.S. federal trademark · Serial No. 88180382 · Reg. No. 5786483
Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial risk management; Financial risk management consultation; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.