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Sarasota Five Star award winner

PROFESSIONAL PROFILE

Michael E. DeMassa, CFA, CFP®

Founder and Principal
Forza Wealth Management
7701 Holiday Dr
Sarasota, FL 34231
Office: 941-203-3748
demassa@forzawealth.com
www.forzawealth.com

Our Independent Approach to Wealth Management

Get Advice, Not a Sales Pitch

Many wealth management companies act as though they are offering their clients customized portfolio options, but are actually funnelling clients into predetermined portfolios that are inflexible. This lack of transparency and agility can make it difficult to reach your personal financial goals.
At Forza Wealth Management, we understand how frustrating it can be not having direct access to the person making investment decisions that affect your financial future. We believe a personal relationship with your portfolio manager is essential to helping you reach your financial goals.

Long-Term Relationships Matter

Our diverse work experience over the past 20 years at major brokerage firms and trust companies inspired us to start FORZA in order to provide independent objective advice to our clients. We are committed to building long-term relationships and keeping our clients first. We look forward to the next 20 years of advising clients through life's journey.

Collaboration with Your Outside Professionals


We put clients first in the investment adviser relationship without competing interests from related firms or shareholder profits. We work together with your Attorney, CPA and other professionals for an integrated wealth management approach.

Educational Background

Mr. DeMassa has over 20 years of experience advising clients to help them achieve their retirement and income goals. He is a graduate of M.I.T. and holds both the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Analyst® designation.

Learn more at www.forzawealth.com

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Information on this web site is directed toward U.S. residents only. Forza Wealth Management, LLC is registered as an investment adviser with the State of Florida and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 602 Sarasota area wealth managers were considered for the award; 60 (10 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 626 considered, 52 winners; 2017: 434 considered, 40 winners; 2016: 464 considered, 96 winners; 2015: 602 considered, 112 winners; 2014: 849 considered, 146 winners; 2013: 652 considered, 141 winners; 2012: 530 considered, 149 winners.