ADVOCACY WEALTH MANAGEMENT
Mark Identification

ADVOCACY WEALTH MANAGEMENT

Serial Number

98088192

Filing Date

Jul 17, 2023

Trademark by

FORGE CONSULTING LLC

Classification Information

Financial consultation, namely, designing financial, fiduciary, and wealth management solutions for settlements of legal claims that work in concert with structured annuities; financial, fiduciary, and insurance consulting services for attorneys, litigants, and financial professionals in designing settlements of legal claims; financial services, namely, providing financial, fiduciary, and insurance planning and analysis in connection with the settlement of legal claims, including qualified and non-qualified annuities; coordination of trustee services; financial and trust planning with appropriate legal counsel; financial, fiduciary, and insurance planning services for disabled and non-disabled individuals and their families in need of insurance, financial and trust planning; traditional wealth management and trust planning to ensure long-term financial stability; financial, insurance, and fiduciary planning and analysis in connection with the settlement of legal claims and planning focused on supporting the disabled community and their financial and healthcare needs; and financial and insurance planning and fiduciary services to help individuals, with or without a disability, and families achieve their financial and insurance planning objectives through qualified and non-qualified annuities, fiduciary and trust services, and financial and wealth management planning

Insurance and Financial