Trademark Search  /  WHERE TAX STRATEGIES MEET WEALTH PLANNING

WHERE TAX STRATEGIES MEET WEALTH PLANNING

● Live · Registered

U.S. federal trademark · Serial No. 98534229 · Reg. No. 7678716

Mark
WHERE TAX STRATEGIES MEET WEALTH PLANNING
Status
Registered
Serial Number
98534229
Registration No.
7678716
Filing Date
May 4, 2024
Registration Date
February 4, 2025
Class(es)
Class 036

Owners

Summit Wealth Strategies, LLC
16 · Denver, CO, US
Summit Wealth Strategies, LLC
16 · Denver, CO, US
Summit Wealth Strategies, LLC
16 · Denver, CO, US

Goods & Services

Financial legacy planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing information in the field of financial planning; Providing information in the field of wealth management; and Providing information regarding financial investment strategies

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.