Tim Mcgrath, Cfp® Email & Phone Number

Chicago, Il, Us

RIVERPOINT WEALTH MANAGEMENT is a nationally Registered Investment Advisor with the Securities and Exchange Commission and a provider of comprehensive financial planning solutions that serves the needs of high net worth individuals. The firm focuses exclusively on the affluent marketplace and specializes in the design and delivery of wealth management strategies, investment advice, insurance and tax planning strategies, and estate planning strategies. Riverpoint aspires to the highest level of client service possible. Given the firm’s select clientele, the staff has more leverage and freedom to perform in-depth analyses and prepare service offerings that are comprehensive and personalized for each client.As founding partner, Tim is responsible for the day-to-day operations of the firm and leading his team of talented and conscientious professionals. He is well-credentialed (CFP® Certified Financial Planner, CLU Certified Life Underwriter, and ChFC Chartered Financial Consultant) in financial services. “Many people are not used to financial planners who are this thorough,” “explains Tim. “We review all pertinent aspects of a client’s situation including portfolio management, estate planning, insurance planning, tax planning strategies and recommend accordingly. Our goal is for our clients to emerge with a sense of clarity and a practical game plan.” ● LPL FINANCIAL Riverpoint Wealth Management has a relationship with LPL Financial, the largest independent broker-dealer in the United States*. LPL Financial is a client-centered alternative to established Wall Street firms. The firm does not offer proprietary investments, engage in banking and investment banking practices, or loan money to hedge funds or speculators. It provides a due diligence platform for objective selection based on market analysis.*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY is a Milwaukee, Wisconsin-based mutual company that provides a wide variety of financial services. During his tenure, Tim focused on comprehensive financial planning for individuals. It was here that he learned how to customize programs according to need and developed his consultative, trust-based approach for working with ultra-high net worth clients. Primary areas of his practice included retirement planning, estate and asset preservation and educational funding.