Trademark Overview
On Monday, December 19, 2022, a trademark application was filed for OPTIMIZE YOUR WEALTH, LIFE, AND LEGACY with the United States Patent and Trademark Office. The USPTO has given the OPTIMIZE YOUR WEALTH, LIFE, AND LEGACY trademark a serial number of 97723752. The federal status of this trademark filing is REGISTERED as of Tuesday, January 9, 2024. This trademark is owned by Vision Private Wealth, Inc.. The OPTIMIZE YOUR WEALTH, LIFE, AND LEGACY trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial planning and investment advisory services; Financial planning, namely, comprehensive wealth management services, investment management, wealth management planning, legacy planning, tax planning, income tax planning, estate planning, wealth planning, charitable planning, charitable tax planning, life management planning, life insurance planning, business succession planning, retirement planning, marital and related relations planning, cross-border and global financial planning, asset protection planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, wealth management services; Insuranc...
