Financial consultancy; Financial management; Financial risk management consultation; Financial services, namely, wealth management services; Providing financial information via a web site; Estate planning; Investment management; Capital investment consulting; Capital investment services; Corporate finance services, namely, consultation in the field of capital structure; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; 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; Financial services, namely, raising debt and equity capital for others; Information, advisory, consultancy and financial research services relating to finance and investments; Management of a capital investment fund; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Real estate funds investment services; Real estate investment trust services