Timothy P. McGrath, CFP®, CLU, ChFC
For more than 25 years, Tim has been providing 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 industry and field, and has been featured several times in major news and industry publications including the The Wall Street Journal, Bloomberg, US News & World Report, Money Magazine, Investor’s Business Daily, Washington Post, Financial Advisor, and Chicago Tribune.
Tim is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founding Partner of Riverpoint Wealth Management. He specializes in providing comprehensive financial planning expertise to wealthy individuals and their families. Known for his professionalism, uncompromising attention to detail and ability to communicate sophisticated financial concepts with ease, Tim brings value-added insights, unquestionable ethics and a uniquely personal touch to the planning process. Prior to founding Riverpoint, Tim was a leading CFP® with Northwestern Mutual Wealth Management Company and was one of 25 advisors appointed to focus exclusively on ultra-high-net-worth individuals. This opportunity provided Tim with in-depth training and experience to understand the most complex strategies facing ultra-high-net-worth individuals and their families.
In addition to earning the CFP® designation, Tim has also earned the Chartered Life Underwriter (CLU®) designation and the Chartered Financial Consultant (ChFC®) designation. He is also a member of the Financial Planning Association (FPA). Tim received a Bachelor of Science in Finance from Illinois State University. He also holds numerous insurance licenses, as well as the FINRASeries 24, 7, 6, and 63 registrations through LPL Financial, and the Series 65 through Riverpoint Wealth Management.
Tim and his wife, Bobbi, reside in Wheaton and have three children, Kyle, Brady and Kelly.