Our Team
If you are seeking honest, knowledgeable investment advice and customized 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
Managing Partner
(312) 239-1330
mcgrath@riverpointwealth.com
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.
Melissa Rodriguez
Director of Operations
(312) 239-1331
melissa@riverpointwealth.com
For more than 20 years, Melissa has been working in the financial planning industry. She has numerous responsibilities with Riverpoint Wealth Management.
More about Melissa
Paul Merrick CFA
Senior Wealth Manager
(312) 239-1332
paul@riverpointwealth.com
Paul brings 19 years of experience providing wealth management advice to his clients and also conducts key investment research for all the wealth advisors of Riverpoint Wealth Management.
Noah Shidlofsky
Financial Planning Associate
(312) 239-1333
noah@riverpointwealth.com
Noah joined Riverpoint Wealth Management in 2024 as a Financial Planning Associate, where he supports our wealth managers and provides excellent service to our clients. Prior to joining Riverpoint, he began his career at J.P. Morgan in their financial advisor development program. Noah earned a Bachelor of Science in Economics from the University of Wisconsin-Madison. He currently resides in Chicago’s Gold Coast area. Noah enjoys spending time with friends, traveling, and spending time at the beach.