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 […]
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 […]
Forza Turns Four
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
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
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
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 […]