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Personalized Wealth Management

Protect Your Investments with a Fee-Only Financial Advisor


Here’s how to get started

Initial discovery meeting

1.Initial Meeting

Let’s meet face to face so we can get to know you and your financial situation. Then we’ll work together to meet your objectives.

Analysis and Proposal

2. Analysis & Proposal

We’ll evaluate your current finances to create a proposal demonstrating the ways we can add value to your financial situation.

Peace of Mind

3. Peace of Mind

We’ll professionally manage your portfolio so you can focus on the things you love. You’ll have direct access to us whenever you need it.

We offer a customized approach:

  • Work Directly with the CFA Charterholder Responsible For Your Portfolio

  • Flexibility to Use Different Investment Strategies

  • Long-Term Relationship to Protect Your Wealth and Investments

Personalized wealth management from local financial advisors

Get Advice, Not a Sales Pitch

Many wealth management companies act as though they are offering their clients customized portfolio options, but are actually funnelling clients into predetermined portfolios that are inflexible. This lack of transparency and agility can make it difficult to properly steward your wealth.

At Forza Wealth Management, we understand how frustrating it can be not having direct access to the person making investment decisions that affect your financial future. We believe a personal relationship with your trusted financial advisor is essential to helping you protect your investments.


Long-Term Relationships Matter

Our diverse work experience over the past 20 years at major brokerage firms and trust companies inspired us to start FORZA in order to provide independent objective advice to our clients. We are committed to building long-term relationships and keeping our clients first. We look forward to the next 20 years of advising clients through life’s journey.

Collaboration with Your Outside Professionals

We put clients first in the investment adviser relationship without competing interests from related firms or shareholder profits. We work together with your Attorney, CPA and other professionals for an integrated wealth management approach.