Forza Wealth Management, LLC has announced that it merged with K-Mack Financial, effective April 1, 2020. Both firms are Registered Investment Advisers (RIA) with the state of Florida; the combined firm will keep the Forza Wealth Management name. The combined firm continues to operate as fee-only, with a focus on financial planning. All of Forza’s investment advisors hold the Certified Financial Planner (CFP) designation and provide investment advice under the fiduciary standard.
Terms of the transaction were not disclosed. K-Mack clients transitioning over to Forza’s platform are anticipated to be completed in the second quarter of 2020.