ABOUT our firm
Our financial advice
starts with knowing you
It helps to have someone who knows what you’re working toward, understands what’s weighing on you, and remembers why a decision matters to your family.
That’s the relationship we work to build with you at FORM
our story
FORM began with a friendship
Longtime friends Tyson Ray and Luke Kuchenberg founded FORM Wealth Advisors in 2001. They knew the value of having someone they trusted to challenge their thinking, offer perspective, and talk through important decisions. They wanted to bring that same sense of trust and personal connection to helping clients with their financial lives.
Today, that founding idea continues to shape how our team listens, offers guidance, and builds lasting client relationships.
Your life gives our name meaning
FORM stands for Family, Occupation, Recreation, and Mission. These four areas help us understand what matters to you and so that we can connect your wealth with your priorities.
our core beliefs
What our values mean for you
Our values guide how we listen, explain our recommendations, and follow through. Here’s what they look like in our work with you.
our people
Meet the Partners Behind FORM
Financial advice is personal. You deserve to know the people helping you make decisions about your future. At FORM, our partners lead a team serving individuals and families in Lake Geneva and Madison, Wisconsin. Together, we help connect financial planning, investment management, retirement, business transitions, and legacy planning to the life you want to live.
experience matters
Good advice takes more
than good intentions
25+ years of experience. A fiduciary commitment. CFP®, CPWA®, CEPA®, and CIMA® professionals. We bring it all together to help families across Wisconsin and beyond make thoughtful financial decisions with confidence.
Third-party recognition is subject to specific criteria. See important disclosures.
our impact
Community is part
of our pupose
Our mission is to make a positive impact through teaching, coaching, and advocacy. That commitment carries into the communities where we live
and work.
We’re proud to support organizations including the YMCA, WCEDA, Big Brothers Big Sisters of America, and Inspiration Ministries. Each gives us an opportunity to contribute to the places we call home and the people who make them matter.
Today, that founding idea continues to shape how our team listens, offers guidance, and builds lasting client relationships.
