U.S. federal trademark · Serial No. 88680215 · Reg. No. 6219674
Financial consulting, namely, wealth advisory service; investment management; investment advisory services; financial portfolio management; financial planning; financial planning for retirement; financial risk management; financial management; cash management; financial services, namely, strategic wealth advisory services in the field of wealth management planning for individuals; Investment advisory services, namely, investment planning; investment consulting; capital investment funding services; finance advisory and consultancy services; estate planning; financial planning, management and advisory services for retirement; financial risk management and planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.