WEALTH WITH OPTIONS

Live / Registered — Registered (as of 28 Oct 2025)

What this means for you

Registered since 28 Oct 2025. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Providing information in the field of wealth management for retirement planning and financial freedom, cash flow and budget analysis, workers' compensation insurance policy information for employment changes, corporate employee financial and insurance benefits review, real estate guidance, debt structure and analysis, financial education planning, and charitable monetary giving; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Estate planning; Equity capital investment; Management of private equity funds; Public equity investment management; Private equity fund investment services; Private equity consultant services; Insurance consulting in the field of property and casualty, life, disability, and long term care insurance; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Financial advice relating to tax