Forza Wealth Management, LLC has moved its office from downtown Sarasota, opening a new location at the enclave of Snug Harbor in South Sarasota at 7701 Holiday Drive. The move is in response to the company's growth and desire to be more conveniently located for its clients.
The move comes on the heels of a year of growth that saw the firm surpass $70 million in assets under management. Forza has also added independent trust services to its platform, enhancing its portfolio of services.
Firm founder and principal Michael DeMassa, a graduate of M.I.T., has 20 years of experience managing client portfolios and holds both CFA and CFP designations. Chief investment officer and principal Timothy J. Videnka also holds both CFA and CFP designations and has 20 years of industry experience in helping clients achieve their financial goals.