Q3 2020 Market Recap

October 16, 2020

Forza Wealth Management tops $100M in assets under management

October 07, 2020
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

May 18, 2020
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 […]

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 […]
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