Award Disclosure

Forbes Best-in-State Wealth Advisors (2026)

Awarded to Timothy P. McGrath. The Forbes | SHOOK® Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC (data as of June 30, 2025). Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not indicative of future results. SHOOK Research's rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. Full methodology: Forbes 2026 Best-In-State Wealth Advisors List

InvestmentNews Top Financial Professionals (2026)

The award is issued by InvestmentNews and was awarded to Timothy P. McGrath. To compile the third annual Top Financial Professionals (previously Top Advisors) list, InvestmentNews opened a public nomination process for eligible financial professionals. Nominations were accepted from advisors, colleagues, industry professionals, and clients. Only professionals who were formally nominated were considered for the 2026 list. All nominee information was required to be reviewed and verified by each professional’s compliance department before it was accepted into the evaluation process. No fees are required to be nominated or considered for this recognition. The award was announced on February 25, 2026 and is based on data covering the reporting period from August 2024 through August 2025. Full methodology: Top Financial Professionals in the USA  - InvestmentNews

InvestmentNews 5-Star Wealth Management Teams

Riverpoint Wealth Management was selected by InvestmentNews for the 5-Star Wealth Management Teams award. InvestmentNews recognized leading wealth management firms in the United States that demonstrated exceptional success in client growth and retention over the preceding 12 months. Eligible participants were US-based advisory teams consisting of three (3) or more advisors. Teams were required to operate within a registered wealth management or financial advisory firm. No fee was required for nomination or selection consideration. Selection was independent of any advertising, sponsorship, or marketing relationships. The award was announced on May 12, 2026. Full methodology: 5-Star Wealth Management Teams - InvestmentNews

Riverpoint Wealth Management is a registered investment adviser.