36 Estate planning; Financial advice relating to tax; Financial asset management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment management
The mark consists of a stylized letter M in the middle of a design of laurel leaves with a crown on top, with the stylized wording MONARCH above the stylized wording WEALTH STRATEGIES to the right. Color is not claimed as a feature of the mark.