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 firm from the ground up, with a sole focus on providing investment advice to clients.
In Forza’s first year, Timothy Videnka, CFA, CFP® joined as chief investment officer and principal, to help make the vision become a reality. The firm expanded again earlier this year with the addition of Kevin McKenney, CFP®, and continues to experience growth through professional and client referrals. In September, the firm surpassed the assets under management necessary to transition its registration from the State of Florida to the Securities and Exchange Commission (SEC).
“Today, we are grateful for the families we serve as fiduciary investment advisers, managing over $100 million in assets,” said DeMassa.
Forza’s boutique structure allows for custom investment planning tailored for each client. As Forza is an investment-focused firm, the team works together with local CPAs, bankers, insurance agents and attorneys to provide comprehensive wealth planning.
Forza was built utilizing best-in-class technology and is committed to incorporating new technologies to enhance the client experience. “Delivering reconciled performance reports to all clients would normally take weeks,” said Videnka. “At Forza, our clients receive detailed investment reports within days of the quarter’s end. We take great pride in our expertise and service delivery.”
While Forza embraces technology for administrative tasks, clients value the direct access to their portfolio manager for updates and reviews.
To stay current on planning and investment strategies, Forza principals are active members in the local professional associations, including Southwest Florida Estate Planning Council, CFA Tampa Bay Society, and Financial Planning Association of the Suncoast.
“We look forward to many more years of service and helping more families reach their financial goals,” said DeMassa.
A complimentary investment review, which is offered for potential clients interested in Forza’s independent wealth management approach, can be booked online at forzawealth.com or by calling 941-203-3748.
About Forza Wealth Management
Forza, founded in 2015 and located in the enclave of Snug Harbor Village, is an independent fee-only adviser, focusing on clients with over $1 million in investable assets. Forza works together with the client’s attorney, CPA and other professionals for an integrated wealth management approach.