Forza Wealth Management, LLC is an independent, NAPFA-affiliated fee-only SEC-registered fiduciary investment adviser and retirement wealth management firm located on Marquesas Circle in Sarasota, Sarasota County, Florida. Founded in 2015 by Managing Member Michael Ernest DeMassa, CFA, CFP®, AEP® (an MIT graduate and former Northern Trust Senior Portfolio Manager) and led alongside Managing Member, Chief Investment Officer, and Chief Compliance Officer Timothy Joseph Videnka, CFA, CFP® and Investment Advisory Board Chair Diane M. Huntley, CFA, the firm delivers institutional-caliber portfolio management and integrated retirement, tax, and estate planning to retirees and families across Sarasota, Palmer Ranch, Siesta Key, and Venice.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Forza Wealth Management, LLC); SEC IAPD Individual Profile (Michael Ernest DeMassa, CFA, CFP®, AEP®); SEC IAPD Individual Profile (Timothy Joseph Videnka, CFA, CFP®); Forza Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-119396; Forza Wealth Management, LLC (CRD #281075) is an independent, fee-only SEC-registered fiduciary Investment Adviser located at 5605 Marquesas Cir, Sarasota, FL 34233.
Issuer: CFA Institute / CFP Board / NAEPC / SEC IAPD
Notes: Led by Founder & Managing Member Michael Ernest DeMassa, CFA, CFP®, AEP® (CRD #3272355), Managing Member, CIO & CCO Timothy Joseph Videnka, CFA, CFP® (CRD #3251250), and Investment Advisory Board Chair Diane M. Huntley, CFA.
Factual details and direct answers about Forza Wealth Management, LLC's services, licensing, and credentials.
Is Forza Wealth Management in Sarasota a fee-only fiduciary firm?
Yes. Forza Wealth Management, LLC is an independent, fee-only SEC-registered Investment Adviser (CRD #281075, SEC File #801-119396) that accepts no commissions or product referral fees and acts as a fiduciary 100% of the time.
What professional credentials do the managing principals at Forza Wealth Management hold?
Both managing principals hold dual Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) credentials: Founder Michael E. DeMassa, CFA, CFP®, AEP® (CRD #3272355), who also holds the Accredited Estate Planner® designation, and CIO/CCO Timothy J. Videnka, CFA, CFP® (CRD #3251250).
Where is Forza Wealth Management located in Sarasota County?
The firm's offices are located just off Clark Road and Interstate 75 near Palmer Ranch at 5605 Marquesas Circle, Sarasota, Florida 34233.
Connect with complementary legal, financial, and residential providers serving seniors in Sarasota and Sarasota County.
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
How to Find the Right Financial Planner →
Checklist for evaluating fiduciary credentials, fee structures, and SEC/FINRA records.
Financial Planning for Florida Seniors →
Strategies for retirement income, long-term care funding, and tax efficiency in Florida.
Florida Senior Property Tax Exemptions →
Homestead exemptions and Save Our Homes assessment caps for Florida senior homeowners.
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.