What We Do

Our Independent Approach to Wealth Management


The information presented does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
© 2019 Forza Wealth Management, LLC

The FORZA Advantage

Structured as an independent registered investment adviser, Forza Wealth Management is able to offer the following client benefits:

Tailored Portfolios

Our boutique firm has the flexibility to customize portfolios based on dividend income, growth, tax-managed, environmental, social, and governance factors to help clients achieve their specific goals.

High Level of Service

The number of client relationships for each adviser is limited to 75 families to maintain a high level of personal customization.

Fiduciary Principle

FORZA is held to the Fiduciary Standard and must act in the best interest of the client when making investment recommendations.

Price

Clients work directly with the CFA professional responsible for managing their assets. This structure eliminates a layer of sub-advisor fees commonly found at other firms.

Expertise

Mr. 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.

Mr. Videnka holds both the CFA and CFP® designations and has 20 years of industry experience working with clients and helping them achieve their financial goals.  Prior to joining FORZA in 2016, he was the head of the Investment Department at Caldwell Trust Company directing the investment strategies for the firm's $800 million under management.  

Plan your financial future with direct access to someone you can trust.

At Forza Wealth Management, we focus on long-term relationships with our clients - providing personalized financial advice and investment strategies.
Certified Financial Planner
Certified Financial Planner
CFA Institute
Information on this web site is directed toward U.S. residents only. Forza Wealth Management, LLC is registered as an investment adviser with the State of Florida and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

© Copyright 2019 Forza Wealth Management, LLC. All Rights Reserved.