Our service model embraces a complete Wealth Management Experience, which focuses on our clients' five main areas of concern:
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.
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.
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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.
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