U.S. federal trademark · Serial No. 97086110 · Reg. No. 7038438
Financial services, namely, wealth management services, financial planning, financial wealth planning, financial asset management, financial asset protection, financial trust administration and estate planning services, investment advisory and investment management services; Financial consulting; Personal financial planning in the field of retirement planning, estate planning and insurance planning, all of the aforementioned services not including hedge funds or services materially related to hedge funds thereto; Insurance brokerage; Financial consulting regarding mergers and acquisitions of wealth management firms and practices
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