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.
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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
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