U.S. federal trademark · Serial No. 98833374 · Reg. No. 8207760
Providing information and advice in the fields of aligning financial goals with life goals; financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies
Educational services, namely, conducting online and in-person seminars in the fields of financial investment strategy, tax minimization strategy, wealth evaluation, wealth creation and building strategies, and wealth management strategy, all for sophisticated investors
Tax consultation relating to tax minimization strategy and investments; providing advice in the fields of tax planning, entrepreneurship, and reducing business risk
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.