Forza Wealth Management, LLC
Forza Wealth Management, LLC (CRD# 281075) is a financial advisory firm headquartered in Sarasota, FL. They manage $50,500,000 in 89 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts89ACCOUNTS
Average Account Value$567,416
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Demassa (CRD# 3272355) is an Investment Advisor Representative working at Forza Wealth Management, LLC in Sarasota, FL and has over 18 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.
Timothy Videnka (CRD# 3251250) is an Investment Advisor Representative working at Forza Wealth Management, LLC in Sarasota, FL and has over 18 years of experience in the finance industry.