WHERE TAX STRATEGIES MEET WEALTH PLANNING Trademark

Serial Number: 98534229 • Registration: 7678716

WHERE TAX STRATEGIES MEET WEALTH PLANNING is a trademark filed by Summit Wealth Strategies, LLC on May 4, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Summit Wealth Strategies, LLC

425 S Cherry St., Suite 840
Denver, CO 80246

Entity Type: 16

Legal Representation

Attorney of Record

Jeffrey Sturman

1,035 trademarks filed View all →

Correspondence Address

Jeffrey Sturman Sturman Law LLC

PO Box 371706

Denver, CO 80237

United States

Trademark Details

Filing Date

May 4, 2024

Registration Date

February 4, 2025

First Use Anywhere

September 15, 2020

First Use in Commerce

September 15, 2020

Published for Opposition

December 17, 2024

Goods & Services

Financial legacy planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing information in the field of financial planning; Providing information in the field of wealth management; and Providing information regarding financial investment strategies