About Us
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VIDA Wealth Partners is a comprehensive wealth management firm that utilizes a consultative approach to financial and investment planning. Through a defined wealth management process, we provide counseling for a limited number of high-net-worth individuals, closely held corporations, trusts and pensions.
New relationships are considered only after we have determined that we can add substantial value in helping our clients achieve everything that is important to them. Our goal is to enter only into long-term mutually beneficial relationships that are expected to be lifelong or multigenerational.
In every aspect of our work, we make an uncompromising commitment to provide world-class client service while striving to meet each of our clients’ highly individualized wealth management needs.
Copyright © 2022 VIDA Wealth Partners - All Rights Reserved.
Mr. Lum offers securities through Independent Financial Group LLC (IFG). Member FINRA , SIPC. Advisory services offered through VIDA Wealth Partners, a Registered Investment Adviser. IFG and VIDA Wealth Partners are unaffiliated entities.
Licensed to sell securities in the following states: CA, AZ, CO, FL, HI, MT, NM, NV, TN, TX, UT, VA, WA, & WY
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.
Check the background of this investment professional on FINRA BrokerCheck.
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