Financial services, namely, wealth management services; wealth management services integrated with family dynamics in order to help families manage the interpersonal, relationship, and communication issues related to family wealth; consulting and advice in the field of family wealth management; providing information and advice for high net worth families related to generational wealth transfer and preservation

LIFE SYNC

Charitable services, namely, providing financial sponsorship of affordable housing, small business vitality, economic sustainability, and financial health; Philanthropic services concerning monetary donations; Investment of funds for charitable purposes

Organizing and developing charitable projects that aim to provide support in the areas of affordable housing, small business vitality, economic sustainability, and financial health; Promoting awareness of issues impacting affordable housing, small business vitality, economic sustainability, and financial health

Mortgage lending

Charitable services, namely, providing financial sponsorship of affordable housing, small business vitality, economic sustainability, and financial health; Philanthropic services concerning monetary donations; Investment of funds for charitable purposes

Organizing and developing charitable projects that aim to provide support in the areas of affordable housing, small business vitality, economic sustainability, and financial health; Promoting awareness of issues impacting affordable housing, small business vitality, economic sustainability, and financial health

"HOME MORTGAGE"

Banking services; business banking services; payment processing services, namely, credit card and debit card transaction processing services; credit card, debit card and electronic check transaction processing services; issuing stored value cards; investment consultation, investment brokerage and investment management services; financial brokerage investment services in the fields of securities, mutual funds, certificates of deposit, and portfolio management; financial evaluation for insurance purposes; administration of employee benefits plans concerning insurance and finance; accounts payable debiting services; mortgage banking services, mortgage lending services, mortgage brokerage services; commercial lending services; consumer lending services; issuing letters of credit; foreign exchange services, namely, foreign exchange transactions, foreign exchange information services and providing for the exchange of foreign currency; credit and financial consultation; treasury financial management services; trust management accounts services; cash management services; online banking services; online business banking services; bill payment services; electronic payment services involving electronic processing and subsequent transmission of ACH payment data, electronic check payment data, electronic payments, and invoice, bill, tax, and distribution payment data; tax payment processing services; providing information in the field of banking, credit card and debit card services, credit card, debit card and electronic check transaction processing services, financial management, investment brokerage, investment management, financial portfolio management, insurance, accounts payable debiting services, mortgage banking, mortgage lending, mortgage brokerage, commercial lending, consumer lending, issuing letters of credit, foreign exchange services, financial treasury management services, trust management accounts services, cash management services, online banking, bill payment services, and tax payment processing services; financing loans for inventory, machinery, vehicles and equipment; providing lease financing for inventory, machinery, vehicles and equipment

The color(s) white and black is/are claimed as a feature of the mark.

WELLS TAX

"VIRTUAL CARD PAYMENTS"

Banking services

The colors purple, dark purple, and white are claimed as a feature of the mark.