Forza Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forza Wealth Management serves a mix of individual clients — including high-net-worth households — as well as charitable organizations, small businesses, corporations, and other advisers, offering both discretionary and non-discretionary portfolio management alongside comprehensive and single-subject financial planning and retirement/rollover advice. The firm provides ongoing investment oversight, delivers written financial plans when engaged, and may tailor implementations to clients’ stated objectives and restrictions.
The firm’s investment process combines fundamental analysis and modern portfolio theory with both long- and short-term trading approaches, and it conducts ongoing monitoring and rebalancing of client accounts. Forza draws on a broad investable universe — including stocks, bonds, mutual funds, ETFs, variable annuities, REITs, options, derivatives and structured products — and permits clients to exclude specific securities or sectors from their portfolios.
What distinguishes Forza from many peers is the concentrated scale of its practice: a small advisory team manages over $422 million across roughly 129 client relationships, with the firm reporting all managed assets on a discretionary basis, which can support more customized portfolio implementation. The firm also operates with a primary custodial relationship that routes executions through the custodian’s order flow and discloses a policy not to vote client proxies, leaving proxy voting to clients.
Client services
Expertise
Fee options
0.95% annually
$250 per hour for financial planning services with a $2,500 minimum per engagement, fees negotiable
Account minimum: $5,000 Minimum fee: Minimum fee of $5,000 to open and maintain an advisory account, may be waived at discretion
Main office
5605 Marquesas Circle
Sarasota FL 34233
Advisors at this office
4
Most active in
Florida · Texas
Also doing business as
Forza Wealth Management · Forza Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael D
CFP®, CFA®, Series 63, Series 65
Sarasota, FL
Forza Wealth Management
Michael Demassa is a CFP® and CFA® with 13 years of industry experience. He has been with Forza Wealth Management since 2015, where he is part of a four-advisor team based in Sarasota, FL. Forza Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, small businesses, corporations, and other investment advisers. The firm employs strategies including fundamental analysis, modern portfolio theory, and the use of derivatives and structured products when appropriate, managing approximately $375 million in client assets across a focused client base.
Kimberly E
Series 65
Sarasota, FL
Forza Wealth Management
Kimberly Evener is a financial advisor at Forza Wealth Management with a Series 65 credential and four years of industry experience. Prior to joining Forza Wealth Management in 2022, she worked at Caldwell Trust Company for six years. Forza Wealth Management serves individual clients, including high-net-worth households, charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and retirement advice, applying fundamental analysis and modern portfolio theory across a broad range of investment products.
Timothy V
CFP®, CFA®, Series 63
Sarasota, FL
Forza Wealth Management
Timothy Videnka is a CFP® and CFA® with 10 years of industry experience, currently serving at Forza Wealth Management in Sarasota, FL. He has been with Forza Wealth Management since 2016. Forza Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement advice, using a blend of fundamental analysis and modern portfolio theory across a broad range of investment options.
Diane H
CFA®
Sarasota, FL
Forza Wealth Management
Diane Huntley is a CFA® charterholder with one year of industry experience. She previously worked at Bank of America for 13 years before retiring in 2024. Forza Wealth Management is a small advisory team serving individuals, charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management and financial planning, using strategies that incorporate fundamental analysis, modern portfolio theory, and various investment instruments tailored to client objectives.
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