Financial advice and consultancy services; Financial asset management; Financial planning and investment advisory services; 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 portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of separate account, ETFs and mutual funds for equity and fixed income investments; 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 services, namely, wealth management services; Investment management; Investment Research and Consulting, namely, screening and analysis of separate account, alternative, mutual fund and ETF managers; Family office services, namely, financial planning, financial advisory services, investment management, financial analysis of financial data aggregation and financial investment reporting to multiple households within a larger family relationship or enterprise