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Three years after merging with another local money management firm, Sarasota-based Forza Wealth Management announced it had reached a milestone: $250 million in assets under management.
The firm, an SEC registered investment advisor, attributed the growth to client and professional referrals, according to a statement. In 2020, Forza Wealth Management and K-Mack Financial merged, retaining the Forza name. Terms of the merger were not disclosed.
Michael DeMassa founded Forza in 2015. The firm is fee-only, meaning it’s paid directly by clients for counsel and services.
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