Forza Turns Four

November 08, 2019
Four years ago, I left my corporate job to create a firm solely focused on providing investment advice to clients. My past experiences at a major brokerage firm and a global trust company inspired me to build a firm free of the many conflicts of interest often found at large financial firms.  Whether promoting a […]

Videnka earns CFP® Designation

June 17, 2019
Videnka is now one of the fewer than 1% of financial advisors in the US that hold both the CFA (Chartered Financial Analyst) and CFP designations. Read the story at Tampa Bay Newswire HERE SARASOTA, FL – Timothy J. Videnka, Chief Investment Officer and Principal of Forza Wealth Management, has been authorized by the Certified […]

New office in Snug Harbor

May 09, 2019
Forza Wealth Management opens new office in Snug Harbor View article here Investment firm relocates to be more convenient for the client base after impressive growth year SARASOTA, FL – Forza Wealth Management, LLC has moved its office from downtown Sarasota, opening a new location at the enclave of Snug Harbor in south Sarasota (7701 […]

Forza Wealth Management

March 15, 2019
Opened by Michael E. DeMassa, a Florida registered investment adviser, the office is located in the HuB office building. DeMassa’s diverse work experience of more than 16 years at a major brokerage firm, a local broker/dealer and a global trust company inspired him to start his own investment firm to provide independent objective advice to […]

Press Release

March 15, 2019
TIMOTHY J. VIDENKA JOINS FORZA WEALTH MANAGEMENT, LLC Registered Investment Adviser adds Chief Investment Officer and Principal Sarasota, FL (September 2, 2016)- Forza Wealth Management, LLC, a registered investment adviser, announced the addition of Timothy J. Videnka, CFA, as Chief Investment Officer and Principal of the firm.   His responsibilities include providing research, management, oversight […]

Commentary

March 15, 2019
WILL THE REAL FIDUCIARY PLEASE STAND UP? Trump’s executive order may stop or delay the IRA Fiduciary Rule As an investment professional, I was in support of the Department of Labor’s (DOL) IRA Fiduciary Rule and its intent to level the playing field for all advisers.  Now that I have seen how some brokerage and […]

Asset Manager Code

March 15, 2019
Forza Adopts The CFA Institute Asset Manager Code of Professional Conduct May 23, 2017- Forza Wealth Management, LLC located in Downtown Sarasota, FL is proud to announce that the firm has adopted the CFA Institute Asset Manager Code of Professional Conduct.  Forza joins approximately 1,000 firms in the Americas region that have adopted the code. […]

Bloomberg CFA

March 15, 2019
“Companies, Not Countries” as featured in Bloomberg Michael DeMassa’s recent article as guest contributor for Bloomberg CFA Prep highlights some of the topics covered in the three levels of the CFA Exams while emphasizing the importance of knowing where a company does business to better understand the associated risks. Passive index investing may provide unexpected […]
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