6 Trademark Results found for "TOTAL WEALTH*"

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Details	Status	Class/Description
TOTAL WEALTH Total Wealth Inc. 2098451 8 Apr 2021	SEARCHED	Computer software in the field of financial management,Platform as a s... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Computer software in the field of financial management Class 042 Class 042 Computer & Software Services & Scientific Services Platform as a service (PAAS) featuring computer software platforms for use in the field of financial management; Software as a service (SAAS) provider in the field of financial management
TOTAL WEALTH APPROACH CHIPPINGHAM FINANCIAL GROUP LTD. 1737390 10 Jul 2015	ABANDONED SECTION 36 on 3 May 2017	Investment planning & management services involving risk profiling, bo... Class 036 Class 036 Insurance & Financial Services Investment planning & management services involving risk profiling, both strategic and tactical asset allocation recommendation and implementation of an investment policy.
TOTAL WEALTH MANAGEMENT FIDUCIA WEALTH MANAGEMENT INC. 1562584 3 Feb 2012	REGISTERED on 2 Aug 2013	Estate Planning Services including planning for an efficient transfer ... Class 035 Class 035 Advertising, Business & Retail Services Tax Planning Services including income tax planning and preparation, tax minimization strategies and qualification for various tax credits. Class 036 Class 036 Insurance & Financial Services Estate Planning Services including planning for an efficient transfer and distribution of Estate assets on death, minimizing taxes on the deceased's terminal tax return and minimizing taxes in an ongoing Estate.
Total Wealth Management Planning Process Future Verfied Inc. 1369278 26 Oct 2007	REGISTERED on 2 Apr 2025	Pre-recorded DVDs (not containing software) containing education and i... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Pre-recorded DVDs (not containing software) containing education and information in the field of business-owner exit/succession planning and consulting services. Class 035 Class 035 Advertising, Business & Retail Services Business management and consulting services in the field of business-owner exit/succession planning.
TOTAL WEALTHCARE LEGACY WEALTH MANAGEMENT INC. 1175056 29 Apr 2003	REGISTERED on 21 Dec 2004	Instructional materials in an electronic format namely course notes us... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Instructional materials in an electronic format namely course notes used in financial planning, cash management, risk management, taxation, retirement and estate planning, business succession planning, and generational wealth transfer seminars and courses; Pre-recorded CD-ROM's containing software that is designed to assist others with financial planning, cash management, risk management, taxation, retirement and estate planning, business succession planning, and generational wealth transfer; pre-recorded audio and video cassettes Class 016 Class 016 Paper Goods and Printed Material Newsletters; newspaper columns; pens; calendars; instructional materials in a printed format namely course notes used in financial planning, cash management, risk management, taxation, retirement and estate planning, business succession planning, and generational wealth transfer seminars and courses; ... Class 025 Clothing Products Hats; golf shirts; Class 035 Advertising, Business & Retail Services Business succession planning; Class 036 Insurance & Financial Services Financial planning services namely, the advising of others for issues relating to cash management, risk management, taxation, retirement planning and estate planning, and generational wealth transfer; Providing information in the field of finance via a website; Class 041 Education and Entertainment Services Educational services namely the conducting of seminars, courses, and information sessions designed to teach others concepts relating to cash management, risk management, taxation, retirement planning and estate planning, business succession planning, and generational wealth transfer;
TOTAL WEALTHCARE IS MORE THAN JUST ADVICE . . . LEGACY WEALTH MANAGEMENT INC. 1175059 29 Apr 2003	REGISTERED on 22 Dec 2004	Instructional materials in an electronic format namely course notes us... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Instructional materials in an electronic format namely course notes used in financial planning, cash management, risk management, taxation, retirement and estate planning, business succession planning, and generational wealth transfer seminars and courses; Pre-recorded CD-ROM's containing software that is designed to assist others with financial planning, cash management, risk management, taxation, retirement and estate planning, business succession planning, and generational wealth transfer; pre-recorded audio and video cassettes Class 016 Class 016 Paper Goods and Printed Material Newsletters; newspaper columns; pens; calendars; instructional materials in a printed format namely course notes used in financial planning, cash management, risk management, taxation, retirement and estate planning, business succession planning, and generational wealth transfer seminars and courses; ... Class 025 Clothing Products Hats; golf shirts; Class 035 Advertising, Business & Retail Services Business succession planning Class 036 Insurance & Financial Services Financial planning services namely, the advising of others for issues relating to cash management, risk management, taxation, retirement planning and estate planning, and generational wealth transfer; Providing information in the field of finance via a website; Class 041 Education and Entertainment Services Educational services namely the conducting of seminars, courses, and information sessions designed to teach others concepts relating to cash management, risk management, taxation, retirement planning and estate planning, business succession planning, and generational wealth transfer;

SEARCHED

TOTAL WEALTH

Total Wealth Inc.

2098451 · 8 Apr 2021

009

042

Computer software in the field of financial management,Platform as a s...

ABANDONED SECTION 36

on 3 May 2017

TOTAL WEALTH APPROACH

CHIPPINGHAM FINANCIAL GROUP LTD.

1737390 · 10 Jul 2015

036

Investment planning & management services involving risk profiling, bo...

REGISTERED

on 2 Aug 2013

TOTAL WEALTH MANAGEMENT

FIDUCIA WEALTH MANAGEMENT INC.

1562584 · 3 Feb 2012

035

036

Estate Planning Services including planning for an efficient transfer ...

REGISTERED

on 2 Apr 2025

Total Wealth Management Planning Process

Future Verfied Inc.

1369278 · 26 Oct 2007

009

035

Pre-recorded DVDs (not containing software) containing education and i...

REGISTERED

on 21 Dec 2004

TOTAL WEALTHCARE

LEGACY WEALTH MANAGEMENT INC.

1175056 · 29 Apr 2003

009

016

...

Instructional materials in an electronic format namely course notes us...

REGISTERED

on 22 Dec 2004

TOTAL WEALTHCARE IS MORE THAN JUST ADVICE . . .

LEGACY WEALTH MANAGEMENT INC.

1175059 · 29 Apr 2003

009

016

...

Instructional materials in an electronic format namely course notes us...

Owners

Legacy wealth management inc. (2)

Chippingham financial group ltd. (1)

Fiducia wealth management inc. (1)

Future verfied inc. (1)

Total wealth inc. (1)

Categories

Class 9 (4)

Class 35 (4)

Class 36 (4)

Class 16 (2)

Class 25 (2)

Class 41 (2)

Class 42 (1)

Correspondents

Lisa hutchinson (2)

Matthew soble (1)

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