Tim McGrath provides financial advice to a select group of ultra-high-net-worth affluent individuals and families. He is regularly tapped as a knowledgeable source in his industry and field, Tim has been featured several times in major news and industry publications including The Wall Street Journal, Bloomberg, US News & World Report, Investor's Business Daily, Chicago Tribune, Financial Planning, and Financial Advisor.Tim is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founding Partner of Riverpoint Wealth Management. He specializes in providing comprehensive financial planning to wealthy individuals and their families. Known for his professionalism, uncompromising attention to detail and ability to communicate sophisticated financial concepts with ease, Tim brings value-added insights, unquestionable ethics and a personal touch to the planning process. In addition to earning the CFP® designation Tim has also earned the Chartered Life Underwriter (CLU®) designation and the Chartered Financial Consultant (ChFC®) designation. He is also a member of the Financial Planning Association (FPA). Tim received a Bachelor of Science in Finance from Illinois State University. Specialties: ● Wealth Management Strategies for High Net Worth Individuals● Investment Management● Portfolio Management● Retirement Planning● Estate & Wealth Transfer Planning● Executive Benefits ● Tax Planning● Education Planning● Insurance Planning● Credit & Cash Flow ManagementRiverpoint Wealth Management is a Registered Investment Adviser. This LinkedIn page is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Riverpoint Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Riverpoint Wealth Management unless a client service agreement is in place.