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Forza Wealth Management Surpasses $250 Million in Assets Under Management

July 15, 2023
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 […]

Forza Wealth Management’s Kimberly Evener earns CTFA designation

May 30, 2023
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 […]

Forza Wealth Management joins Fee-Only Network

May 11, 2021
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’

December 17, 2020
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

November 16, 2020
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

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 […]