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.
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Verified contacts
5
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- MD
Michael Demassa
Founder & Principal · General Business & Management
EmailPhone - KE
Kimberly Evener
Director of Client Services · Customer/Client Service
EmailPhone - DH
Diane Huntley
Investment Advisory Board Chair · Finance & Accounting
EmailPhone - TV
Tim Videnka
Chief Investment Officer and Principal · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Forza Wealth Management
5 distinct titles indexed · top 5 shown.
- 1administrative associate
- 1chief investment officer and principal
- 1director of client services
- 1founder & principal
- 1investment advisory board chair
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