Michael DeMassa

CFA®, CFP®

Forza Wealth Management

Founder & Principal

Contact Me

Michael DeMassa

CFA®, CFP®

Forza Wealth Management

Founder & Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael DeMassa, CFA®, CFP®

Contact Me

941-203-3748

Website

Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country

Michael DeMassa is a Sarasota, FL fee-only financial planner. Forza Wealth Management provides comprehensive wealth management, including retirement goal planning and investment advice to help business owners, corporate executives and high net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael DeMassa is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Michael DeMassa is a fee-only financial advisor at Forza Wealth Management located in Sarasota, FL.  He earned a Bachelor of Science degree from M.I.T., has 20 years of experience managing client portfolios and holds both the CFA & CFP® designations. Prior to founding FORZA in 2015, he was Vice President and Senior Portfolio Manager at The Northern Trust Company where he managed over $400 million in assets for high net worth investors, foundations, and institutions.

Michael DeMassa is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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.

As independent investment advisers focusing on clients over $1 million in assets, we at Forza Wealth Management work together with your attorney, CPA and other professionals for an integrated wealth management approach.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Investment Management
  • Retirement Income Planning
  • Dividend Growth Portfolios
  • Tax-Managed Portfolios
  • Generational Wealth Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Physicians and Medical Professionals
  • Sophisticated Investors
  • Engineers

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michael DeMassa is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CFA - Chartered Financial Analyst

    Michael DeMassa is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • CFA Institute

    Michael DeMassa is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

  • Certified Financial Planner (CFP)
    Michael DeMassa is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Michael DeMassa is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Michael DeMassa

941-203-3748

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Office Locations:

  • 7701 Holiday Dr
    Sarasota, FL 34231

Forza Wealth Management, LLC is an SEC-registered investment adviser domiciled in Florida. The firm is notice-filed in Florida and Texas. Information on this web site is directed toward US residents only.

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