THE WEALTH TOOLKIT
Mark Identification

THE WEALTH TOOLKIT

Serial Number

88066552

Filing Date

Aug 6, 2018

Registration Date

Feb 5, 2019

Trademark by

PROVEST WEALTH ADVISORS INC.

Active Trademark

Classification Information

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, the creation of personalized strategies to achieve financial independence and retirement; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management of employee pension plans; Financial retirement plan consulting services; Investment management; Investment management in the fields of stocks, ETFs, mutual funds, bonds, REITs, BDCs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; On-line financial planning services; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet

Insurance and Financial