About 5 Trademarks found that are owned by Venturi Wealth Management Llc

The mark consists of a design similar to a bird in flight to the left; with text that says "Venturi" in larger font to the upper right; and text that says "WEALTH MANAGEMENT" in smaller font to the lower right.

Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Financial records management; Tax and taxation planning, advice, information and consultancy services; Business advice and Information about a corporate executive whose wealth amounts to at least a million dollars, pounds, or the equivalent in other currency

"WEALTH MANAGEMENT"

Estate planning; Estate trust planning; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Real estate investment consultancy; Real estate investment services; Real estate funds investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Management of private equity funds; Management of a capital investment fund; On-line financial planning services; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing venture capital, development capital, private equity and investment funding

Business planning; Business strategic planning services; Business succession planning; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business advice and Information about a corporate executive whose wealth amounts to at least a million dollars, pounds, or the equivalent in other currency

Private equity fund investment services

Financial services, namely, wealth management services