Wealth Management Niche Forza Wealth Management operates as a boutique registered investment adviser focusing on personalized and independent financial advice, emphasizing long-term client relationships and integrated wealth management services.

Recent Strategic Moves The firm has recently invested in significant exchange-traded funds including the SPDR S&P MidCap and Schwab Fundamental Emerging Markets, indicating an openness to diversified asset class investments and potential needs for alternative investment solutions.

Growth & Expansion Relocating its office to a new location in Sarasota and actively expanding its team by hiring a director of client services suggest ongoing growth, opening opportunities for relationship management and client acquisition services.

Technology Adoption Utilizing a range of modern digital tools such as Calendly, Shopify, and cloud services illustrates a commitment to streamlining client engagement and operational efficiency, which may present opportunities for tailored FinTech integrations.

Financial Potential With revenues estimated between $1 million and $10 million and a small team size, Forza Wealth Management likely seeks scalable partnership solutions, new investment strategies, and advanced compliance or advisory support to foster further growth.