Forza Wealth Management Moves, Celebrates 10th Anniversary
Business
SRQ DAILY MONDAY BUSINESS EDITION
MONDAY DEC 8, 2025 |
Sarasota-based wealth management firm, Forza Wealth Management, has two major reasons to celebrate as of late: the firm recently marked its tenth anniversary, and has moved to a larger office so that it can continue on its path of strategic growth. Forza is a Fee-Only advisory firm, meaning that they are only compensated by the client, without earning commission of any kind for product sales or referrals; they are legally sworn and obligated to always place the interest of the client ahead of their own; and they are not affiliated with any brokerage firm, bank, or insurance company. The firm has grown primarily through referrals from clients and associates, and now manages nearly $400 million in assets.
« View The Monday Dec 8, 2025 SRQ Daily Edition
« Back To SRQ Daily Archive
