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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.