Sarasota Financial Advisers at Forza Wealth Management

New office in Snug Harbor

Forza Wealth Management opens new office in Snug Harbor

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 Holiday Dr., Sarasota). The move has been made in response to rapid growth and to be more convenient for its client base. The new location will allow Forza to further deliver on its values of service, expertise, and independence. 

 

“We have spent over a year looking for a location that would provide the ideal environment for our high level of service,” says Forza founder and principal, Michael DeMassa, CFA, CFP®. “Our new location in Snug Harbor will offer greater convenience for our clients who live in South County while still being just a short drive from Sarasota’s downtown.”

Forza’s move comes on the heels of an impressive growth year that saw the firm surpass $70 million in assets under management. In addition, Forza has added independent trust services to its platform, enhancing the compelling portfolio of services the firm provides.

DeMassa, a graduate of M.I.T., has 20 years of experience managing client portfolios and holds both the CFA & CFP® designations. Prior to founding FORZA in 2015, he was vice president and senior portfolio manager at The Northern Trust Company, where he managed over $400 million in assets for high net worth investors, foundations, and institutions. Forza chief investment officer and principal Timothy J. Videnka holds both the CFA and CFP® designations and has 20 years of industry experience helping clients achieve their financial goals. 

For more about Forza Wealth Management, go to forzawealth.com or call 941-203-3748.

PHOTO ID: Michael DeMassa, CFA, CFP (left) and Timothy Videnka, CFA, CFP of Forza Wealth Management

About Forza Wealth Management

Forza, founded in 2015, is an independent, fee-only adviser, focusing on clients over $1 million in assets. The firm exists to provide independent, objective advice to clients, with a commitment to building long-term relationships while keeping clients first in the adviser-client relationship. With its highly-trained and experienced professionals, Forza is a fiduciary 100% of the time. Forza works together with the client’s attorney, CPA and other professionals for an integrated wealth management approach. Please call 941-203-3748 or visit www.forzawealth.com.

 

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