Forza Wealth Management moves, celebrates 10th anniversary

Ten years ago, wealth manager Michael DeMassa, CFA, CFP® left a corporate banking job in order to create Forza Wealth Management from the ground up, with a sole focus on providing sound investment advice to clients. Now, the Fee-Only advisory firm has a team of five providing custom-tailored wealth management services and managing nearly $400 million in assets.

Forza is already planning for its future strategic growth: the firm recently moved to a new location that is twice as large as its previous office. Its new address is 5605 Marquesas Cir., Sarasota, in the Sawyer Oaks Professional Park.

“At our new location, we plan to continue to grow responsibly by hiring new team members and maintaining the highest possible level of service to our clients,” said DeMassa. “We look forward to many more years of service and helping more families to reach their financial goals.”

Fewer than 5% of financial professionals meet Fee-Only qualifications. A Fee-Only financial advisor is defined by three specific characteristics: they are only compensated by the client, without earning commission of any kind for product sales or referrals; they are legally sworn and obligated to always place the interest of the client ahead of their own; and they are not affiliated with any brokerage firm, bank, or insurance company. This ensures adherences to the highest standards of ethical obligations and engenders trust in the practice of financial management.

“Keeping the client first in the relationship is essential,” said Forza CIO Timothy Videnka, CFA, CFP®. “Typically, this calls for building a custom portfolio based on a client's specific situation, as opposed to the take-it-or-leave-it predetermined portfolio approach at many large advisory firms.”

Forza executives have maintained a “slow and steady” approach to the business management, with word-of-mouth referrals from clients and associates serving as the main driver of the firm’s growth.

Earlier this year, Forza was thrilled to learn that it had been recognized by InvestmentNews as one of the Fastest-Growing Fee-Only Registered Investment Advisors in the United States in 2024. Forza was ranked 15th out of the 24 firms listed in the “Under $500 Million” category and one of only three Florida firms of the 74 total firms recognized from throughout the U.S.

With a focus on independent decision-making and customized portfolio management, Forza brings a transparent approach to wealth stewardship. By leveraging best-in-class technology and the insights of an experienced advisory board, the firm is dedicated to delivering direct access to the decision makers.

For more information, visit forzawealth.com or call 941-203-3748.

About Forza Wealth Management
Based in Sarasota, Florida, Forza Wealth Management is a fee-only, SEC-Registered Investment Advisor (RIA) specializing in investment management and financial planning for clients with investable assets over $1 million. Dedicated to fiduciary excellence and full transparency, Forza's team of highly credentialed professionals provides strategic financial solutions powered by a best-in-class technology platform and backed by deep industry expertise. Visit forzawealth.com or call 941-203-3748.