Our TeamIf 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
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.
Director of Operations
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
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.
Mitchell J. Sovis
Client Relationship Manager
Mitch has been in the Personal Financial advising industry since 2015. Prior to completing his degree, he was hired full time at Blumark Advisors in the financial planning department.More about Mitch