Your wealth should do more than make money.
It should make life better.
♦ FORM Wealth Advisors is an independent wealth management practice founded in 2001 by childhood friends Tyson Ray and Luke Kuchenberg.
♦ We are a well-credentialed group of financial professionals, and members of our team have been formally recognized for their expertise by both Forbes and Barron’s.
♦ We seek to create or develop, with discipline, the state of being content.
♦ By teaching, coaching and advocating, our mission is to make a positive impact on our clients, our team and our community.
♦ We are here to help you do what you cannot do on your own. That is, to help you create a better life as defined by your FORM: Family, Occupation, Recreation and Mission.
♦ We focus on delivering Total Relationship Investing™ as a roadmap to a better life for clients like you. This involves delivering honest wealth solutions in clear terms, so as to simplify your life while enhancing your well-being.
Our team has been recognized in our industry and our community.
Barron's 2022 Top 1200Financial Advisors***
2022 Forbes Best-In-State Wealth Advisors for Wisconsin*
Barron's 2021 Top 1200Financial Advisors***
2021 Forbes Best-In-State Wealth Advisors for Wisconsin*
2020 Forbes Best-In-State Wealth Advisors for Wisconsin*
2019 Forbes Best-In-State Wealth Advisors for Wisconsin*
2018 Forbes Best-In-State Wealth Advisors for Wisconsin*
2005-2021 Chairman’s Council Advisor**
Tyson Ray was named to the 2022 and 2021 edition of the Forbes Best in State Wealth Advisors
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 34,925 nominations received, based on thresholds, more than 6,550 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
** Tyson Ray, 2005-2021. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Tyson Ray was named to the 2022 edition of the Barron's Top 1200 Financial Advisors list
***Barron's “Top 1,200 Financial Advisors,” March 2022. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
Available Exclusively at FORM Wealth Advisors
A Total Relationship for Life
This is our proprietary comprehensive process designed to help you achieve your goals throughout your lifetime and through future generations.
A completely customized program to help fund your day-to-day needs, short-term goals and long-term priorities.
Total Relationship Investing
TR Vest™ puts your goals, strategies and next steps into real terms. You can take comfort in the knowledge that your financial affairs are consolidated, simplified and maintained.
“We’ve been managing wealth for nearly 25 years, but it didn’t take long for us to realize that the best way to make a positive impact on our clients’ lives is to focus on helping them define and achieve the ultimate purpose of their wealth.”
Tyson Ray CFP®, CExP®, CIMA®FORM | Founding PartnerSenior Wealth Advisor
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Total Relationship approach.