What are the opening hours?

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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Lake Geneva, WI
FORM Wealth Advisors

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.

06/25/2026

We’ve been looking forward to this weekend for a long time ✨

As part of our 25th anniversary year, we’re welcoming clients and guests to the Fireside Theatre in Fort Atkinson for a special evening together.

Thank you for being part of our story over the past 25 years.

…the countdown to the chicken cordon bleu is on!

06/23/2026

Building a firm that grows without compromising service has always mattered more to us than growth alone.

We’re honored to share that our co-founder and CEO, Tyson Ray, has been named to AdvisorHub’s 250 Advisors To Watch RIA list again.

As Tyson often says, awards like this are never about one person. They’re a reflection of the team beside you and the clients who have been part of the journey along the way.

As we celebrate our 25th anniversary this year, we’re especially grateful for the people and relationships that have shaped our story.

06/21/2026

Today, we’re celebrating the many incredible fathers, grandfathers, mentors, and role models we have the privilege of knowing through our clients and relationships over the years.

Their influence has shaped our team, families, and community through their guidance and character.

Happy Father’s Day!

06/19/2026

In observance of Juneteenth, our office and the financial markets will be closed today, June 19.

As we honor this important day in our nation's history, we remain committed to serving you and will resume normal business hours Monday, June 22.

06/16/2026

A perfect Lake Geneva summer weekend 🍷

Despite the storms moving the festivities indoors, we were proud to sponsor this year’s Destination Geneva National Food & Wine Festival and spend time enjoying incredible food, wine, beautiful views, and even better company.

Thank you to the clients and friends who joined us for such a memorable event last weekend. A little rain couldn't put a damper on a fantastic celebration.

06/15/2026

Yesterday was World Blood Donor Day, a reminder of the incredible impact a simple act of generosity can have.

Blood donation is one of the most meaningful ways to give back to your community. A single donation can help save multiple lives and provide hope to those facing medical emergencies, surgeries, and ongoing treatments.

If you're able, consider becoming a donor. ❤️

06/08/2026

This National Best Friends Day feels especially meaningful as we celebrate 25 years of FORM.

What started with a friendship, shared values, and a vision to build something different became the foundation for the firm we are today.

Here’s to Tyson Ray and Luke — co-founders, business partners, and lifelong friends — and to the relationship that made FORM possible.

25 years later, their commitment to clients, community, and each other continues to shape everything we do.

📸 this photo was worth sharing again!

06/04/2026

One reason higher gas prices may not become a long-term inflation problem is that supply and demand still matter.

Historically, when oil prices spike, producers have a strong incentive to increase production because higher prices make previously unprofitable wells worth bringing online. At the same time, consumers naturally adjust their behavior and often drive less when fuel costs rise.

That combination tends to help rebalance the market over time.

Short-term pain? Possibly. Permanent inflationary pressure? That's a much harder case to make.

Watch this clip for a quick explanation of why oil prices have historically moved in cycles rather than moving in just one direction. ⬇️

06/02/2026

Honored to support an organization creating meaningful impact right here in WalCo!

Today is the 13th Annual Open Arms Free Clinic Golf Outing.

We’re proud to sponsor this year’s outing and support the life-saving care and medication assistance they provide to neighbors in need.

Wishing everyone involved a great day in support of an incredible mission.

06/01/2026

Before you assume higher gas prices mean inflation is about to surge again, watch this quick breakdown. It highlights a key difference most people are missing.

Many people are asking whether rising gas prices mean we’re headed back into a prolonged inflation cycle.

While higher oil and gas prices can certainly impact household budgets, there’s an important distinction: this isn’t the same environment we experienced coming out of COVID. Back then, a massive influx of money into the economy fueled broad inflation.

Today, higher fuel costs mean consumers are reallocating dollars they would have spent elsewhere, which can help offset some of the inflationary pressure. While no one enjoys paying more at the pump, current conditions don’t necessarily point to the kind of long-term inflation concerns we saw a few years ago.

What are you seeing in your own household budget? Are higher gas prices changing your spending habits?

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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