“At FORM Wealth, it’s not just about making more money. It’s about having someone that cares more about your life than just your money.”
-Tyson Ray CFP®, CExP®, CIMA®
Our lifestyle wealth services pertain to wide-ranging matters and goals, including striking a balance between work and leisure, adapting to life events and pursuing personal interests. This lifestyle focus can help you navigate through events like buying a home, or fulfill complex priorities like providing your children with the financial acumen and personal understanding they’ll need to carry on a family legacy.
What's happening in your life today?
If you answer "yes" to any of the following questions, it may be time to speak with us about one of the lifestyle services above.Is it time to update your will and other estate documents?
How Does Marriage or Divorce Impact My Finances?
How Do I Keep Track of My Financial Goals?
How Can I Build Wealth and Prepare for Retirement?
What Can I Do to Provide for My Family Now & in the Future?
How Can a Financial Advisor Help Me?
Contact Us Today to Take Charge of Your Finances
Why FORM Wealth?