Forza Wealth Management welcomes new Investment Advisory Chair

Forza Wealth Management, a fee-only, SEC Registered Investment Advisor, is pleased to announce the addition of Diane M. Huntley, CFA, to its leadership team. A highly respected portfolio manager with more than 30 years of experience, Huntley will serve as the chair of Forza’s Investment Advisory Board, bringing strategic insights and deep investment expertise to the firm’s decision-making processes.

For the past 21 years, Huntley has managed investment advisory, trust, and foundation accounts in Sarasota, Fla. As a senior portfolio manager, she has built a distinguished career in investment management, portfolio strategy, and financial analysis, blending the art and science of investing for high net worth clients. She will play a critical role in shaping Forza’s investment philosophy and guiding the firm’s long-term strategy.

“I am honored to join Forza Wealth Management and lead its Investment Advisory Board,” said Huntley. “Forza has built a reputation for having a steady hand when markets get tough, and I look forward to contributing my expertise to further strengthen its investment approach.”

Forza Wealth Management stands out in the industry for its commitment to a fee-only, fiduciary model. 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.

“We are thrilled to welcome Diane to the Forza family,” said CIO and Principal Timothy Videnka, CFA, CFP®. “Her leadership and expertise will enhance our investment strategy and reinforce Forza’s commitment to removing layers of fees and minimizing taxes for our clients.”

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

About Forza Wealth Management
Based in Sarasota, Fla., Forza Wealth Management is a fee-only, SEC, Registered Investment Advisor (RIA), specializing in investment management and financial planning for clients with investments exceeding $1 million. Committed to fiduciary excellence and transparency, Forza’s team of highly credentialed professionals delivers strategic financial solutions built on a best-in-class technology platform and backed by highly experienced professionals. Visit forzawealth.com or call 941-203-3748.