SARASOTA, Fla. — Sarasota investment advisor Michael E. DeMassa, CFA, CFP® was recently recognized with the 2020 Five Star Wealth Manager award. This is the fourth consecutive year DeMassa has been selected.
DeMassa is founder and principal of Forza Wealth Management, an SEC registered investment adviser based in Sarasota. He earned a bachelor’s degree from M.I.T. and holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA) designations. He specializes in locally managed custom stock, bond and ETF portfolios to help his clients achieve their retirement and income goals.
The Five Star Wealth Manager award is based on objective research criteria. Five Star Professional’s research team evaluates candidates from across major markets annually on 10 criteria associated with outstanding service. Each of the award winners has shown a commitment to clients and strong industry credentials, and has been evaluated on the quality of his or her practice. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
A complimentary investment review, which is offered for potential clients interested in Forza’s independent wealth management approach, can be booked online at forzawealth.com or by calling 941-203-3748.
About Forza Wealth Management
Forza, founded in 2015 and located in the enclave of Snug Harbor Village, is an independent fee-only advisor, focusing on clients with over $1 million in investable assets. Forza works together with the client’s attorney, CPA and other professionals for an integrated wealth management approach.