262.686.3005

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Business Information

Main office location

FORM Wealth Advisors
431 Geneva National Ave. S.
Lake Geneva, WI 53147

phone & fax

P: (262) 686-3005
F: (262) 686-3085

business hours

Monday – Friday
8:30 AM – 4:30 PM CST

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Other Office Locations

middleton office

FORM Wealth Advisors
6727 Frank Lloyd Wright Ave
Middleton, WI 53562

phone & fax

P: (608) 836-5133
F: (608) 836-8825 

business hours

Monday – Friday
8:30 AM – 4:30 PM CST