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Lake Geneva Office


431 Geneva National Ave.,
South, Lake Geneva, WI  53147

(262) 686-3005


Middleton Office


Middleton Office
Middleton, WI  53562

(608) 836-5133


Our team has been recognized in our industry and our community.

Our Process

2021 Forbes Best-In-State
Wealth Advisors for Wisconsin*

Our History

2020 Forbes Best-In-State
Wealth Advisors for Wisconsin*

Our Values

2019 Forbes Best-In-State
Wealth Advisors for Wisconsin*

Our Resources

2018 Forbes Best-In-State
Wealth Advisors for Wisconsin*

Tyson Ray was named to the 2021 edition of the Forbes list of 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.

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