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Investment Planning

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Investment Planning

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Contact Us

200 S. Wacker Drive
Suite 2330
Chicago, IL 60606
Fax: (312) 239-1333

Timothy P. McGrath, CFP®, CLU, ChFC
Managing Partner
(312) 239-1330
mcgrath@riverpointwealth.com

Melissa Rodriguez
Director of Operations
(312) 239-1331
melissa@riverpointwealth.com

Paul Merrick, CFA
Senior Wealth Manager
(312) 239-1332
paul@riverpointwealth.com

Carlos J. Cruz
Associate Wealth Manager
312-239-1330
carlos@riverpointwealth.com

Riverpoint Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Riverpoint Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. 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.
Form CRS – Client Relationship Summary