CLEARSTEAD

Private client wealth management services, namely, integrated tax planning and tax preparation; family office services, namely, bookkeeping, partnership accounting, and trust accounting

Institutional financial advisory services via traditional consulting and discretionary service models, namely, financial portfolio management, financial planning, financial management advice and consulting, asset allocation and investment management advice; private client financial advisory services, namely, financial portfolio management, financial planning, financial management advice and consulting, asset allocation and investment management advice; family office services, namely, bill payment coordination and money movement coordination