Consultative Wealth Management
Our service model embraces a complete Wealth Management Experience, which focuses on our clients' five main areas of concern:
- Investment Consulting
Seeking protection and growth strategies for your nest egg - Wealth Enhancement
Integrating creative tax strategies into the planning process - Wealth Transfer
Work towards a smooth and efficient transfer of wealth to future generations and charities - Wealth Management
Allowing clients to enjoy their financial resources while insulating their wealth from
catastrophic loss - Charitable Giving
Seeking to improving the lives of others with the goal of maximizing the benefits of philanthropic activities
VIDA Wealth Partners delivers the wealth management experience by working with an exclusive team of professionals who specialize in their respective areas of proficiency. Our firm coordinates and manages the entire planning process, ensuring that all pertinent financial issues are both integrated with the comprehensive plan and addressed to completion in a timely fashion.
Investors should be aware that investing based upon a strategy or strategies does not assure a profit or guarantee against loss.
This material is not intended to be construed as tax or legal advice. Always consult your tax and/or legal professional for details regarding your specific situation.
Our Investment Philosophy
VIDA Wealth Partners utilizes a consultative investment approach based on decades of scientific capital market research. Our portfolios employ personalized strategies that provide broad, global diversification (diversification does not ensure a profit or protect against loss) across multiple asset classes. We avoid speculation and the potentially higher expenses of active management in favor of a disciplined investment process and carefully structured asset allocation. In all areas of our wealth management process, we act as a consultant and partner to our clients and strive to eliminate or minimize all potential conflicts of interest.
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.
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