Forza Wealth Management joins Fee-Only Network
Local firm joins select group of fewer than 2% of financial professionals that meet Fee-Only qualifications Forza Wealth Management, a Sarasota-based Registered Investment Advisor, proudly announces that it has joined the Fee-Only Network of financial advisors. A Fee-Only financial advisor is defined by three specific characteristics: they are only compensated by the client, without earning […]
Q1 2021 Market Recap
Piggly Wiggly: The Curious Case of Clarence Saunders and a Short Squeeze Gone Wrong Before the recent “meme stock mania,” which resulted in significant drama for companies like GameStop and AMC Entertainment, the annals of financial market history are littered with other so-called “short squeezes” that did not end well for those who bid up […]
Q4 2020 Market Recap
Not Using the “U” Word While we will resist the urge to use the “U” word* to describe 2020, we can’t help but look back and think about how events that might have normally taken years to unfold happened in just one. Whether it was the economic contraction from the Covid-19 pandemic, lockdowns, a waterfall […]
DeMassa selected as a ‘2020 Five Star Wealth Manager’
We are pleased to announce Sarasota investment advisor Michael E. DeMassa, CFA, CFP® was recently recognized with the 2020 Five Star Wealth Manager award. This is the fourth consecutive year DeMassa has been selected. DeMassa is founder and principal of Forza Wealth Management, an SEC-registered investment adviser based in Sarasota. He earned a bachelor’s degree […]
Forza Celebrates 5th Anniversary
Wealth management firm focuses on high level of service, adhering to the Fiduciary Principle and putting clients’ interests first SARASOTA, FL – Forza Wealth Management, an SEC Registered Investment Adviser based in Sarasota, is celebrating its fifth anniversary this month. Founder Michael DeMassa, CFA, CFP® left a corporate banking job in order to create the […]
Forza Wealth Management tops $100M in assets under management
With financial milestone, Sarasota Registered Investment Adviser transitions registration to the SEC Read the story at Tampa Bay Newswire HERE SARASOTA, FL – Forza Wealth Management, a Sarasota-based Registered Investment Adviser, surpassed $100 million in assets under management and, as a result, transitioned the firm’s registration with the State of Florida to the United States […]
Forza Wealth Management and K-Mack Financial Announce Merger
Wealth management firms continue operations as Forza Wealth Management, as fee-only with focus on financial planning Read the story at Tampa Bay Newswire HERE SARASOTA, FL – Forza Wealth Management, LLC is pleased to announce that it has merged with K-Mack Financial, effective April 1, 2020. Both firms are Registered Investment Advisers (RIA) with the […]