Riverpoint Wealth team

Our Team

If 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

Timothy P. McGrath CFP®, CLU, ChFC

Managing Partner

(312) 239-1330
mcgrath@riverpointwealth.com
LinkedIn
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.

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Melissa Rodriguez

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.

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Paul Merrick

Paul Merrick

Senior Wealth Manager

(312) 239-1332
paul@riverpointwealth.com
LinkedIn
Paul brings fifteen 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.

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Carlos J. Cruz

Carlos J. Cruz

Associate Wealth Manager

carlos@riverpointwealth.com
LinkedIn

Carlos began his financial services career in 2017 with an alternative investment software company as an Accounting Analyst and Client Relations Specialist

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