FORM Wealth Advisors

Financial ServicesWisconsin, United States11-50 Employees

FORM Wealth Advisors is a financial services firm based in Lake Geneva, Wisconsin, founded in 2001 by Tyson Ray and Luke Kuchenberg. The firm positions itself as an independent, holistic practice that aims to help clients manage wealth while planning for broader life goals, using a threefold approach to guidance: coaching to explore desired life outcomes, teaching to provide clear information about resources, and advocacy to encourage clients to pursue the life they want. Its services are directed toward individuals and families seeking structured wealth management and life-planning support, addressing the overlap between financial resources and personal objectives. The company emphasizes a client-centered model focused on understanding goals, educating clients about tradeoffs in time and money, and motivating action to align financial decisions with long-term life plans.

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