HOMEWARD WEALTH Trademark

Serial Number: 98858378

HOMEWARD WEALTH is a trademark filed by Peterson, Brian on November 18, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Peterson, Brian (10 trademarks)

1010 Grinnell St #4
Key West, FL 33040

Entity Type: 01

Legal Representation

Correspondence Address

Peterson, Brian

190 SE 5th Ave., Apt. 575

Delray Beach, FL 33483

United States

Trademark Details

Filing Date

November 18, 2024

Registration Date

Not Registered

Goods & Services

Comprehensive financial planning services tailored to high-net-worth individuals and families. We specialize in creating personalized wealth management strategies that encompass investment planning, estate and legacy planning, tax optimization, charitable giving, and risk management. Our services also include conducting family workshops to facilitate multi-generational wealth transfer and philanthropic endeavors.