Comprehensive Company and Competitor Profile: FORM Wealth Advisors
Company Overview
FORM Wealth Advisors is a prominent wealth management and financial planning firm that was founded in 2001 by co-founders Tyson Ray and Luke Kuchenberg. With its headquarters in Lake Geneva, Wisconsin, the firm operates as an independent, SEC-registered investment adviser. FORM Wealth Advisors is dedicated to a holistic wealth management approach, aiming to empower clients in not only building and managing wealth but also in fulfilling their ultimate financial and personal goals.
Mission and Philosophy
FORM Wealth Advisors is driven by a mission to impact clients and the community positively through education, coaching, and advocacy. Their Total Relationship Approach™ emphasizes transcending traditional financial advice by developing robust client relationships rooted in values such as Family, Occupation, Recreation, and Mission (FORM). This holistic guidance is focused on delivering honest solutions to enhance clients' well-being.
Leadership and Key Personnel
- Tyson Ray, CFP®, CExP®, CIMA®: As the CEO and Senior Wealth Advisor, Tyson Ray is recognized as a top advisor by Forbes and Barron's (2018-2024). He is not only a leader in wealth management but also a podcast host and author, and the founder of Children's World Impact.
- Luke Kuchenberg, CFP®, CPWA®: Serving as a Senior Wealth Advisor, Luke Kuchenberg specializes in personalized financial planning by leveraging his extensive experience and knowledge.
- Christine Hayward, MBA, CIS℠: Christine is a Partner and Wealth Advisor based in the Middleton office. Her legacy as a second-generation financial advisor enriches her client interactions and advisory approach.
- Kim Cochenour: The Chief Operating and Compliance Officer responsible for coordinating organizational operations, fostering team communication, and ensuring compliance.
Services and Offerings
FORM Wealth Advisors provides a comprehensive suite of services including Retirement Planning, Investment Management, Estate Planning, Tax Planning, and Lifestyle Planning. These services cater to individuals, families, and business entities, aiming for a sustainable and enriched lifestyle.
Recognition
The advisory team at FORM Wealth is acknowledged by both Forbes and Barron's, with Tyson Ray frequently appearing in Forbes Best-In-State Wealth Advisors and Barron's Top 1200 lists, reinforcing the firm’s stellar reputation in wealth management.
Contact and Further Information
Potential clients can explore wealth solutions or become part of the FORM Wealth community by visiting their [contact page](https://formwealth.com/contact-us/). Detailed information including leadership insights and service offerings is available on their [official website](https://formwealth.com/).
Competitor Profile
Executive Summary
FORM Wealth Advisors operates within the wealth management industry and has shown significant growth, appealing primarily to high-net-worth individuals. An integral figure within the company is John Avery, whose expertise and strategic oversight contribute to the firm's competitive positioning.
Key Individual Profile: John Avery
- Position: Principal Advisor
- Experience: With over 15 years in financial advisory, John Avery specializes in portfolio management and investment strategy for affluent clients. His expertise in asset allocation and risk management supports the firm's strategic goals.
- Professional Achievements:
- Certification: Certified Financial Planner (CFP) confirms his expertise and adherence to fiduciary standards.
- Notable Contributions: Avery’s development of bespoke financial strategies has consistently outperformed benchmarks, enhancing client retention and satisfaction. His strategic approach mirrors FORM Wealth Advisors' commitment to personalized client service.
Market Position and Strategy
Core Services: The firm’s main offerings encompass comprehensive financial planning, investment management, and retirement planning. Personalized client service coupled with innovative financial solutions distinguishes it in the market.
Competitive Advantage: FORM Wealth Advisors’ client-centric model, which prioritizes tailored financial solutions over generic services, provides a strategic edge over larger, less personalized competitors.
Financial Performance and Outlook
FORM Wealth Advisors has reported a steady increase in assets under management (AUM). This growth is attributed to organic client acquisition and strategic mergers, which have expanded the firm’s client base and service capabilities.
Industry Trends and Strategic Implications
The firm is poised to capitalize on the trend towards digital advisory services, with plans to enhance its service portfolio through tech-driven solutions. John Avery’s leadership and specialized expertise continue to be valuable assets in maintaining the firm’s competitive edge. FORM Wealth Advisors’ focus on personalized service, augmented by technological integration, positions it well for ongoing growth and client satisfaction.
