WEALTH MANAGEMENT

Brand Owner (click to sort) Address Description
ALL WEATHER WEALTH MANAGEMENT Michaud, Bernard R 17847 Burwick Loop Fairhope AL 36532 Wealth Management;
ALLEGIANCE WEALTH Bill Palmer 1084 Meadow Brook Drive Woodstock GA 30188 wealth management, investment management, and financial planning services;WEALTH;
ARVEN ADVISORS Ludert, Ricardo 4421 NW 93rd Doral Ct. Doral FL 33178 Wealth management, retirement planning, insurance planning, financial advisory, investment planning, college education fund planning;
BE WISE SAPERE WEALTH MANAGEMENT 130 Matthews Station Street, Suite 2-A Matthews NC 28105 WEALTH MANAGEMENT;
BETWEEN FEAR AND GREED LIES REASON David M. King and Associates, Ltd. Suite 106 1425 Oread West Lawrence KS 66049 Wealth management;
CHEETAH WEALTH MANAGEMENT AccuTech Systems Corporation 115 South Walnut Street 115 South Walnut Street Muncie IN 47305 WEALTH MANAGEMENT;Software as a service (SAAS) services featuring software for trust accounting, investments, and portfolio management; Providing a web hosting platform for trust accounting, investments, and portfolio management;
CITIZENSTRUST Citizens Business Bank 701 North Haven Avenue Ontario CA 91764 Wealth Management, namely, cash management, asset management, portfolio management, financial planning, and management, maintenance, and planning of trusts and investments;CITIZENS TRUST;
CLEARBROOK PARTNERS Clearbrook Financial 47 Hulfish Street Suite 210 Princeton NJ 08542 Wealth management;CLEAR BROOK PARTNERS;
FIDUCIARY FIRST The Monitor Group, Inc. 1430 Spring Hill Road, Suite 400 McLean VA 221023022 Wealth management, namely, fiduciary tax payment processing services, retirement planning, estate planning and financial planning;Color is not claimed as a feature of the mark.;
FINE POINTS FINANCIAL Jacob Williams 21733 Propello Drive Santa Clarita CA 91350 Wealth management; investment advising; financial planning;
FINE POINTS FINANCIAL Daniel C. Novak 324 E. Valencia Ave. Apt. D Burbank CA 91502 Wealth management; investment advising; financial planning;
LIFE AFTER BUSINESS Wheeler Frost Associates, Inc. 2665 Fourth Avenue San Diego CA 92103 Wealth management;
MOSAIC FAMILY OFFICE MOSAIC FAMILY WEALTH PARTNERS 875 3RD AVENUE, 28TH FLOOR NEW YORK NY 10022 Wealth management, financial advisory, and investment advisory services;FAMILY OFFICE;
PARACHUTE WEALTH MANAGEMENT, LLC Keating, John 400 East Brooklyn Village Avenue 517 Charlotte NY 28202 Wealth Management;
PAUL GENE HOLT Paul Holt 7225 Lathan Dr SE Owens Cross Roads AL 35763 Wealth management;
PORTFOLIOTRAC Citizens Business Bank 701 North Haven Avenue Ontario CA 91764 Wealth management, namely, financial asset management, financial portfolio management, financial planning, and the management, and planning of investments; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance;PORTFOLIO TRAC;
SAPERE SAPERE WEALTH MANAGEMENT 130 Matthews Station Street, Suite 2-A Matthews NC 28105 WEALTH MANAGEMENT;The English translation of SAPERE is BE WISE.;
TALKING SIGNIFICANCE MOSAIC FAMILY WEALTH PARTNERS 875 3RD AVENUE, 28TH FLOOR NEW YORK NY 10022 Wealth management, financial advisory, and investment advisory services;Providing online non-downloadable software in the field of wealth management, financial advice, and investment advice;
THE MONITOR GROUP The Monitor Group, Inc. 1430 Spring Hill Road, Suite 400 McLean VA 221023022 Wealth management, investment management, financial planning for retirement and estate and financial planning;Tax planning;GROUP;
THE NEW YORK FAMILY OFFICE The New York Family Office 29th Floor 220 East 42nd New York NY 10017 Wealth management, financial planning and estate planning; Financial planning services, namely, legacy estate planning; Financial analysis and consultation; Financial services, namely, investment advice, investment management, asset management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and credit risk management consultation; Information, advisory, consultancy and research services relating to finance and investments; Financial consulting and advising in the field of mergers and acquisitions; Financial planning services, namely, legacy estate planning; Insurance information and consultancy services; Fiduciary services, namely, trust administration and fiduciary tax payment processing and accounting services; Bill payment services; Annuity services namely, account and investment administration;Bookkeeping, accounting services, financial records management; Tax and taxation planning, advice, information and consultancy services; Tax return preparation; Business operation, business administration and office functions; Business succession planning; Business acquisition and merger consultation; Developing and managing charitable giving programs on behalf of wealthy individuals or families; Small business services, namely, invoicing service and payroll processing; Administration, billing and reconciliation of accounts on behalf of others;FAMILY OFFICE;
UNIFIED WEALTH MANAGEMENT VESTMARK, INC. Suite 205 100 Quannapowitt Parkway Wakefield MA 01880 WEALTH MANAGEMENT;Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables tracking, revenue distribution and reporting, financial trading and stock borrowing compliance, margin and document management;
VISION WEALTH Vision Wealth Management Ltd. 405 - 610 Granville Street Vancouver, BC V6C3T3 Canada Wealth management; financial asset management; financial planning; estate planning; financial planning for retirement; financial analysis and consultation; financial investment counseling; investment management; financial investments, namely, mutual fund investment; mutual fund services, namely, mutual fund distribution, mutual fund brokerage, establishing mutual funds for others, and mutual fund planning, advisory and analysis services; investment of funds; financial investments in the field of securities; administration of investment savings accounts; registered savings plans, namely, savings account services; investment of funds for others; providing financial information; insurance services, planning and analysis, namely, insurance information, insurance consultancy, insurance brokerage, insurance underwriting services for all types of insurance, assessing insurance claims, insurance risk management; financial administration of retirement plans; personal financial risk management;WEALTH;
WEALTH MANAGEMENT DIRECTIONS FMR CORP. 82 Devonshire Street Boston MA 02109 WEALTH MANAGEMENT;Computer services, namely providing an online newsletter in the field of investing and related subjects;
WEALTH MANAGEMENT. UNVEILED. MyFincast, Inc. 41960 Midtown Circle, Unit 205 Novi MI 48375 WEALTH MANAGEMENT;Providing temporary use of on-line non-downloadable software for budgeting and retirement planning;
WHEALTH MANAGEMENT Long, Matthew 207 Flagstone Rd Chester Springs PA 19425 WEALTH MANAGEMENT;Health care services, namely, wellness programs; Massage therapy services; Nutritional therapy services; Physical therapy; Speech therapy services;
WHEALTH MANAGEMENT McDevitt, Michael 203 Crump Rd Exton PA 19341 WEALTH MANAGEMENT;Health care services, namely, wellness programs; Massage therapy services; Nutritional therapy services; Physical therapy; Speech therapy services;
WISE COUNSEL ADVISORY SERVICES Thomas, Scott, G 511 N. Maitland Ave Maitland FL 32751 WEALTH MANAGEMENT, ESTATE PLANNING, FINANCIAL PLANNING, BUSINESS ADVICE AND INVESTMENT PLANNING;
YOUR VISION IS OUR BENCHMARK Vision Wealth Management Ltd. 405 - 610 Granville Street Vancouver, BC V6C3T3 Canada Wealth management; financial asset management; financial planning; estate planning; financial planning for retirement; financial analysis and consultation; financial investment counseling; investment management; financial investments, namely, mutual fund investment; mutual fund services, namely, mutual fund distribution, mutual fund brokerage, establishing mutual funds for others, and mutual fund planning, advisory and analysis services; investment of funds; financial investments in the field of securities; administration of investment savings accounts; registered savings plans, namely, savings account services; investment of funds for others; providing financial information; insurance services, planning and analysis, namely, insurance information, insurance consultancy, insurance brokerage, insurance underwriting services for all types of insurance, assessing insurance claims, insurance risk management; financial administration of retirement plans; personal financial risk management;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. Management information is read from an information storage medium having the management information recorded thereon, the management information including track number information imparted to at least one track and group management information for managing as selective recording information one or a plurality of tracks as one group. Judgment is then made upon whether the group management information is included in that management information. A display mode is changed depending on a case where the group management information is recorded and a case where it is not recorded, and it is then displayed in a displaying device.