Forza Wealth Management, LLC
Forza Wealth Management, LLC (CRD# 281075) is a financial advisory firm headquartered in Sarasota, FL. They manage $3,739,802 in 14 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$267,129
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Michael Demassa (CRD# 3272355) is an Investment Advisor Representative working at Forza Wealth Management, LLC in Sarasota, FL and has over 17 years of experience in the finance industry. Michael Demassa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.