Company

Forza Wealth Management

Financial Services Sarasota, Florida, United States 7 employees

Employees: 7
Contacts: 1
Emails: 1
Phones: 1

www.forzawealth.com LinkedIn

Forza Wealth Management Overview

Headquarters: Sarasota, Florida, United States
Website: www.forzawealth.com
Industry: Financial Services
Employees: 7
Founded: 2015
Funding: 3
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Retirement Planning Dividend Stock Portfolios Portfolio Risk Analysis Financial Planning

About Forza Wealth Management

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. 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.

Forza Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage
Phone contacts: 1; 25.0% coverage

Forza Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kimberly Evener, Ctfa	Director of Client Services at Forza Wealth Management	Sarasota, Florida, United States	View
Chris Demassa	Scad UX Design Student - Designing with Everyone in Mind	Savannah, Georgia, United States	View
Jacqueline Beaulieu	Finance & Marketing Graduate from Florida State University - Data-driven & Customer-focused	Tallahassee, Florida, United States	View
Michael Demassa, Cfa, Cfp®	Analytical Problem-solver for Your Wealth Management Needs	Sarasota, Florida, United States	Email Phone