GOALS-BASED DYNASTIC WEALTH PLANNING
Mark Identification

GOALS-BASED DYNASTIC WEALTH PLANNING

Serial Number

99692806

Filing Date

Mar 10, 2026

Trademark by

KNOLLWOOD INVESTMENT ADVISORY LLC

Classification Information

Investment advisory services; Management of a capital investment fund; Venture capital advisory services; Venture capital fund management; Providing venture capital, development capital, private equity and investment funding; Venture capital funding services to emerging and start-up companies; Capital investment services; Equity capital investment; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Venture capital financing; Brokerage services for capital investments

Insurance and Financial