Mark Identification

MATRIARCH WEALTH MANAGEMENT

Serial Number

98067676

Filing Date

Jun 30, 2023

Registration Date

Sep 24, 2024

Trademark by

MATRIARCH WEALTH MANAGEMENT LLC

Active Trademark

Classification Information

Cash flow management being accounting services; Business risk management consultation

Advertising and Business

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation being investment management, cash management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial trust and estate administration services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services

Insurance and Financial