Our TeamIf you are seeking honest, knowledgeable investment advice and objective financial guidance, you can turn to the team of Riverpoint Wealth Management. Our team is built of experienced investment professionals dedicated to helping successful individuals and families apply the principles of prudent financial planning. We pride ourselves on client service and the relationships we’ve developed with the families we work with. Taking the time to get know each and every client on a personal level has helped set us apart. Our staff has an incredibly low turnover so you also get to know us along the way, building a level of comfort and ease in all of our communication.
Timothy P. McGrath CFP®, CLU, ChFC
Tim provides financial advice to a select group of ultra-high-net-worth affluent individuals and families. He is regularly tapped as a specialist and knowledgeable source in his field and has been featured several times in major publications including The Wall Street Journal, Bloomberg, US News & World Report, Money Magazine, Investor’s Business Daily, Washington Post, Financial Advisor, and Chicago Tribune.
Blane Shea, CPWA ®
Blane created Riverpoint Wealth Management (“RWM”) in 2013 with his business partner, Timothy McGrath, as a nationally registered investment advisory firm with the Securities and Exchange Commission. Blane celebrated his 25th year in the business in 2019 and serves as one of the portfolio managers at RWM. On a discretionary basis, the team runs an exclusive and robust wealth management process.
Kyle started at Riverpoint Wealth Management in the summer of 2020 following an internship with the Riverpoint team the year prior. He is a 2020 Graduate of the University of Michigan with a Bachelor’s in Economics.More about Kyle