Forza Wealth Management, LLC
FORZA Wealth Management, LLC is an independent, SEC-registered investment adviser based in Sarasota, Florida. The firm was founded by experienced professionals aiming to provide personalized, fee-only financial planning and investment management services, focusing on building long-term relationships with clients. With 4 employees, FORZA serves individuals (including high net worth and regular individuals) and some charitable organizations, employing a client-first fiduciary approach. The firm minimizes commissions and conflicts of interest by being fully independent and compensated solely by clients.
Investment Strategy
FORZA Wealth Management employs a fee-only, fiduciary approach, providing individualized investment management tailored to client financial objectives. The firm seeks to remove unnecessary fee layers and minimize taxes while maintaining full independence from brokerage and insurance companies. Their investment management encompasses diversified portfolios, only working for the client's best interest, with direct portfolio oversight and emphasis on transparency and long-term planning.
Top Holdings
Equity Positions (191)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IAU | ISHARES GOLD TR | 6.33% | $16.5M | 226,961 | $36.86 | $72.77 | +$2.3M |
D DFAI | DIMENSIONAL ETF TRUST | 3.54% | $9.2M | 253,954 | $29.40 | $36.35 | +$1.1M |
B BSV | VANGUARD BD INDEX FDS | 2.73% | $7.1M | 90,263 | $76.63 | $78.91 | +$1.1M |
J JPST | J P MORGAN EXCHANGE TRADED F | 2.46% | $6.4M | 126,488 | $50.18 | $50.73 | -$705.7K |
M MSFT | MICROSOFT CORP | 2.37% | $6.2M | 11,950 | $267.31 | $517.95 | +$385.2K |