Your wealth should do more than make money.
It should make life better.
A Better Life
Money is the means to a better life for you and those you love. That’s why we built FORM Wealth to help you not only build and manage your wealth, but also to fulfill its ultimate purpose.
By teaching, coaching and advocating, we help create a better life for our clients and those in our community.
Available Exclusively at FORM Wealth Advisors
FORM 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.
Your Life Plan 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 over 20 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®, CIMA®FORM | Founding PartnerSenior Wealth Advisor
Our team has been recognized in our industry and our community.
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 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 32,725 nominations received, based on thresholds, more than 5,000 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.
Reach out to schedule a no-obligation Life Purpose approach.