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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

FORM Wealth Advisors

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FORM Wealth Advisors

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Your wealth should do more than make money. It should make life better.

At FORM Wealth Advisors, we seek to help you live a better life with our Total Relationship approach.

11/02/2026

For 50 years, Big Brothers Big Sisters of South Central Wisconsin has connected young people with mentors who believe in them and show up for them. That’s worth celebrating!

We’re proud to sponsor their Stir It Up – Celebrating 50 Years of Mentoring event at Evergreen Golf Club.

As we celebrate our own 25th anniversary, it’s especially meaningful to support an organization that has been making a difference in our community for twice as long.

Congratulations, BBBS of South-Central Wisconsin, and thank you for giving generations of young people someone in their corner

https://www.facebook.com/bbbsscw/posts/pfbid035c1PAuCJH5Toeqy75Y54N6hVtk4T991yH5dPew29kiQ95XPLRvhuhRJWLi2k5wJxl

10/30/2026

A trip you’ve been putting off. A home project. More time with family. Whatever you have in mind for next year, now is a good time to think about how your money can help make it happen.

Before this year ends, consider:

What upcoming expenses do you need to prepare for?
How will you fund those expenses?
Should you add to your retirement savings?

The more we know about what you have planned, the better we can help you prepare. Talk with us about what’s ahead for 2027 so we can plan for it together.

10/29/2026

The “R” in FORM looked a little spooky this week 👻

Our team took a lunchtime break for tacos, c***r, donuts, and a few “spirited” games.
Prizes were won. Flavors were debated. A few ghosts proved especially difficult to find.

With the excitement of WI baseball in the air, it was a well-timed chance to laugh, recharge, and enjoy our own form of Recreation.

Family, Occupation, Recreation, and Mission aren’t only things we ask clients about. They’re part of our culture, too. Today, Recreation just happened to include tacos and tiny ghosts.

10/27/2026

When in Tampa for a Raymond James conference you HAVE to get a ticket to cheer on the Milwaukee Brewers in game four of the World Series!

This stadium is packed with Brewers fans and it couldn’t be more fun!

You’ve worked hard so make sure you plan for and enjoy some Recreation in your life. 😄

Go Brewers!!!!!!

10/27/2026

Your children may know what they'll inherit. But do they know what you hope they'll do with it?

You've spent years thinking carefully about how to build and manage your wealth.

Preparing the next generation to eventually steward it deserves thought, too.

Estate documents are an important part of legacy planning. So are conversations.

Consider discussing questions like:
What do we want our wealth to make possible?
What responsibilities might come with it?
Who are the people our family should know?
What do we hope continues beyond us?

You don't need to answer every question in one conversation.

Sometimes the most important part of preparing the next generation is simply starting the conversation. At FORM, helping families prepare for what comes next is at the heart of what we do.

10/26/2026

18 years can feel like a long time. Right up until you're helping your youngest child get ready for college.

FORM co-founder Luke Kuchenberg and his wife have found themselves asking the same question a lot lately:

“Where did the time go?”

It's one of those transitions that has a way of putting time into perspective. The years that seemed so busy while you were living them suddenly feel remarkably short.

There are plenty of practical things to think about when a child heads to college. But there are emotional ones, too: looking back on the memories you've made, adjusting to a new chapter at home and looking forward to the relationship you'll have with your children as adults.

At FORM, the “F” stands for Family because family is so often the reason behind the financial decisions we help people make. Wealth can provide choices and opportunities.

The people you share them with are what give those choices meaning.

10/23/2026

What do data analysis, snowboarding, process improvement, and Packers football have in common? They're all part of what Sam Salemi brings to FORM!

Sam joins our team as Business Systems & Operations Manager, bringing experience in technology, systems management, data analysis, and automation.

His work focuses on making the systems behind our day-to-day operations more efficient, giving our team more time to focus on what matters most: serving our clients.

Outside the office, Sam enjoys golfing, running, biking, snowboarding, spending time with family and friends, and cheering on the Packers.

We're glad to have Sam's expertise and perspective on the team.

Please join us in welcoming Sam!

10/22/2026

Does a sophisticated investment strategy have to be complicated? We don't think so.

It's one reason index ETFs play an important role in many of the portfolios we build at FORM.

Your portfolio isn't there to be interesting. It has a job: to help support your lifestyle, retirement, family, future goals and legacy.

Index exchange-traded funds, or ETFs, allow investors to gain exposure to many securities through a single investment. Depending on the fund, that can mean hundreds or even thousands of individual holdings.

They can also offer advantages including broad diversification, relatively low costs, tax efficiency and flexibility.

But the investment itself is only part of the equation.

At FORM, we build portfolios within a larger financial plan. One that considers your circumstances, income needs, time horizon, goals, and tolerance for risk.

Markets will change. Headlines will change.

A disciplined investment strategy shouldn't have to change with them.

10/20/2026

A strong golf game, a new needlepoint hobby, and a desire to help people through life’s biggest milestones...There’s more to Halle Bichler than her finance major.

After discovering FORM’s internship opportunity on LinkedIn, Halle joined our Lake Geneva office for the summer and now the fall.

Halle grew up near Sheboygan as the youngest of three sisters and remains a loyal Brewers fan. She has also volunteered at Whitewater High School, leading finance strategy discussions with students.

What has stood out most during her internship? “My favorite thing about being at FORM is seeing first-hand how the team lives the promises they make to clients every day.”

Halle hopes to build a career helping people in meaningful ways and being there for their biggest milestones. As she prepares to graduate in December, we’re grateful to have a little more time with her and eager to see where that sense of purpose takes her.

If you’re in our Lake Geneva office this fall, be sure to say hello to Halle at the front desk. We’re glad to have her with us!

10/19/2026

The financial habits and fears we develop early in life often stay with us, even as our wealth grows.

You may have spent decades building financial security, yet still find yourself worrying about a $100 expense or an unexpected bill.

In our latest Compare to What, Tyson discusses why our mindset doesn’t always keep pace with our financial success, and how understanding what your wealth can actually do for you can help you move from financial stress to greater confidence.

Because building wealth is one thing. Learning to enjoy the security you’ve worked so hard to create is another.

Address

Lake Geneva, WI

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+12626863005

Website

http://www.formwealth.com/

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