Trademark Overview
On Thursday, March 6, 2025, a trademark application was filed for STRATEGIC WEALTH METHOD with the United States Patent and Trademark Office. The USPTO has given the STRATEGIC WEALTH METHOD trademark a serial number of 99070842. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, March 6, 2025. This trademark is owned by Strategic Wealth Advisors Group, Inc.. The STRATEGIC WEALTH METHOD trademark is filed in the Insurance & Financial Services and Medical & Beauty Services & Agricultural Services categories with the following description:
Services related to financial planning; consulting in the field of income planning, namely, consultation for Social Security maximization, income and expense analysis, inflation plans, spousal plans and longevity protection; consulting in the field of investment planning, namely, consultation for assessing risk and reducing risks to clients’ portfolios, and comprehensive institutional money management; consultation in the field of tax planning, namely, consultation related to assessment of taxable nature of current holdings, IRA planning, strategizing ways to include tax-deferred or tax-free money in your plan, strategizing tax categories to draw income from first to reduce tax burden; consulting in the field of estate planning, namely consulting in the field of estate and income tax planning, protecting assets in trusts and assisting with tax related disbursement to beneficiaries
Services related to healthcare planning; consulting in the field of analyzing options for long-term care plans and navigating Medicare options
