Company News

Sarasota, FL – Forza Wealth Management has been awarded on USA TODAY’s list of the Best Financial Advisory Firms 2026. This prestigious award is presented by USA TODAY and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 15th, 2026, and can be viewed on USATODAY.COM. The […]

SARASOTA, FL – Forza Wealth Management is proud to announce that founder and principal Michael DeMassa, CFA, CFP®, AEP® has been named a 2025 Five Star Wealth Manager by Five Star Professional. This prestigious distinction marks Michael’s ninth year winning the honor, placing him among a select group of top financial professionals recognized for excellence […]

Forza Wealth Management makes InvestmentNews ranking of fastest-growing fee-only Registered Investment Advisors in the U.S. for 2024 SARASOTA, FL – Forza Wealth Management, a fee-only, SEC Registered Investment Advisor (RIA) based in Sarasota, Fla., was honored to learn that it had been recognized by InvestmentNews as one of the Fastest-Growing Fee-Only RIAs in the United […]

Diane M. Huntley, CFA to lead Investment Advisory Board, help guide firm’s decision-making process SARASOTA, FL – Forza Wealth Management, a fee-only, SEC Registered Investment Advisor, is pleased to announce the addition of Diane M. Huntley, CFA, to its leadership team. A highly respected portfolio manager, with more than 30 years of experience, Huntley will […]

SARASOTA, FL – Michael E. DeMassa is newly certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC). This achievement affirms DeMassa’s skills and expertise as well as his belief in the team concept of estate planning. DeMassa is Founder and Principal of Forza Wealth Management. He graduated […]

Financial milestone is a testament to Forza’s dedication to their clients’ success SARASOTA, FL – Forza Wealth Management, a Sarasota-based SEC Registered Investment Adviser, is pleased to announce that the firm has surpassed $250 million in assets under management (AUM). Most of the growth has come from client and professional referrals, which reflects the firm’s […]

Certified Trust & Fiduciary Advisor professional certification affirms excellence in the wealth management 
and trust industry SARASOTA, FL (May 30, 2023) – Kimberly Evener, Director of Client Services for Forza Wealth Management, was recently awarded the Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association (ABA). ABA professional certifications promote the […]

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 […]

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 […]

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 […]