Description of Firm Forza Wealth Management, LLC is a registered investment adviser based in Sarasota, Florida. We are organized as a limited liability company ("LLC") under the laws of the State of Florida and may operate under the trade name Forza Wealth Management. Our firm is not a subsidiary of, nor does it control, another financial services industry entity. We have been providing investment advisory services since November 2015 and are owned by Michael E. DeMassa and Timothy J. Videnka. The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we," "our," and "us" refer to Forza Wealth Management, LLC and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm. Portfolio Management Services We offer discretionary and non-discretionary portfolio management services. Our investment advice is tailored to meet our clients' needs and investment objectives. If you retain our firm for portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. We will use the information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf. As part of our portfolio management services, we may customize an investment portfolio for you according to your risk tolerance and investing objectives. In accordance with Rule 3a-4 of the Investment Company Act of 1940, as amended, you have the right to exclude certain securities (e.g., no “sin” stocks, etc.) from your portfolio. Our investment strategies as well as either a broad range or more narrowly focused choice of investment vehicles are further discussed in following paragraphs and Item 8 of this brochure. Once we construct an investment portfolio for you, we will monitor your portfolio's performance on an ongoing basis and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances. If you participate in our discretionary portfolio management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the amount of securities, to be purchased or sold for your account without your approval prior to each transaction. Discretionary authority is typically granted by the investment advisory agreement you sign with our firm and the appropriate trading authorization forms. You may limit our discretionary authority (for example, limiting the types of securities that can be purchased or sold for your account) by providing our firm with your restrictions and guidelines in writing. If you enter into non-discretionary arrangements with our firm, we must obtain your approval prior to executing any transactions on behalf of your account. You have an unrestricted right to decline to implement any advice provided by our firm on a non-discretionary basis. Financial Planning Services We offer financial planning services which typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. These services can range from broad-based financial planning to consultative or single subject planning. If you retain our firm for financial planning services, we will meet with you to gather information about your financial circumstances and objectives. We may also use financial planning software to determine your current financial position and to define and quantify your long-term goals and objectives. Once we specify those long-term objectives (both financial and non-financial), we will develop shorter- term, targeted objectives.

After we review and analyze the information you provide to our firm and the data derived from our financial planning software, we will deliver a written plan to you, designed to help you achieve your stated financial goals and objectives. Financial plans are based on your financial situation at the time we present the plan to you, and on the financial information you provide to us. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our financial planning recommendations. Should you choose to act on any of our recommendations, you are not obligated to implement the financial plan through any of our other investment advisory services. Moreover, you may act on our recommendations by placing securities transactions with any brokerage firm. Wrap Fee Programs We do not participate in any wrap fee program. Types of Investments We primarily offer advice on individual stocks, bonds, mutual funds, exchange traded funds ("ETF") and variable annuities. Additionally, we may advise you on various types of investments based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. Retirement Plan Advice and Rollovers As a registered investment adviser, our firm is a fiduciary to you as the client, meaning that we are obligated to act in your best interests at all times. In addition to our fiduciary status as an investment adviser firm, when our firm provides advice on your retirement accounts, such as advice on an employer-sponsored retirement plan, Individual Retirement Account (IRA) or other qualified retirement plan, we may also be considered by the Department of Labor and the Internal Revenue Service to be acting as a fiduciary under Title I of ERISA and the Internal Revenue Code. These fiduciary obligations include requirements that we disclose our services and fees, conflicts of interest, and the reasons our recommendations are in your best interests. After an analysis of your situation and plan documents, we will consider relevant factors including but not limited to the following:  Alternatives to rolling your employer plan to an IRA, including leaving the money in an employer’s retirement plan (if permitted); rolling the money to a new employer plan if available; or cashing out;  The fees and expenses associated with both your employer’s plan and the rollover IRA (or other alternatives such as noted above) and whether your employer currently pays for some or all of the plan’s expenses;  The different levels of services and investments available under your employer’s plan and the rollover IRA, and other alternatives;  Evidence that a rollover is the most appropriate choice in light of any additional costs and the potential decrease in your investment returns;  How withdrawals are treated under each alternative (e.g., penalties up to age 55 vs. 59-1/2);  Protection from creditors and legal judgments (unlimited vs. bankruptcy only; federal- and state- specific);  Required minimum distributions;  Tax implications of rolling shares of your employer’s stock;  The impact of economically significant investment features such as surrender schedules and index annuity cap and participation rates (such as in an employer-sponsored 403(b) plan account);  Any other relevant variables particular to your situation. You as the client will be made aware of conflicts of interest including but not limited to whether our firm will profit from a recommendation through financial planning and/or investment management fees, and whether services we offer are already provided by or available through your current plan, potentially at no additional cost. Assets Under Management As of February 28, 2023, we provide continuous investment management services for $285,477,338 of clients’ assets; $284,240,718 on a discretionary basis and $1,236,620 on a non-discretionary basis.