Forza Wealth Management
About Forza Wealth Management
Our firm was founded in 2015 and we are located in the enclave of Snug Harbor Village in South Sarasota. We are independent fee-only advisers with CFA and CFP® designations serving clients with over $1 million in investable assets. We work together with your attorney, CPA and other professionals for an integrated wealth management approach.
TAILORED INVESTMENT PORTFOLIOS
Our boutique firm has the flexibility to customize portfolios based on dividend income, growth, tax-managed, environmental, social, and governance factors to help clients achieve their specific goals.
HIGH LEVEL OF SERVICE
The number of client relationships for each adviser is limited to 75 families to maintain a high level of personal customization.
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.