SARASOTA, FL – Forza Wealth Management, a Sarasota-based SEC Registered Investment Adviser, is pleased to announce that the firm has surpassed $250 million in assets under management (AUM). Most of the growth has come from client and professional referrals, which reflects the firm’s commitment to superior client service under the fee-only structure.
As a fee-only advisor, Forza is paid directly by clients for its counsel and services, and does not receive any commissions. The firm is held to the Fiduciary Standard – meaning it is obligated to put its clients’ interests first – and does not have any revenue sharing arrangements with outside firms, such as mutual funds or ETFs. This structure significantly reduces the potential for conflicts of interest when providing investment recommendations.
“We gratefully acknowledge the confidence our clients have shown in our company and for the opportunity to help them reach their financial goals over the coming years,” said Michael DeMassa, CFA, CFP®, who founded Forza in 2015.
Since its establishment, Forza Wealth Management has focused on delivering customized investment strategies to its clients. The dedicated team of highly-credentialed and expert professionals has earned Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations, with an average of 20 years of industry experience covering bank, trust, and brokerage services.
Mergers with retiring solo-practitioner advisors also contributed to the attainment of $250 million in client assets. Forza’s boutique structure allows for custom investment planning tailored for each client, which helps minimize the transition’s impact and associated tax liabilities.
To learn more about Forza Wealth Management, visit forzawealth.com or call 941-203-3748.
About Forza Wealth Management
Forza, founded in 2015 and located in Sarasota, FL is an independent, SEC Registered Investment Adviser 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. Visit forzawealth.com or call 941-203-3748.