“From what I’ve seen, spending is the biggest secret that clients keep,” says Tim McGrath, Managing Partner at Riverpoint Wealth Management in Chicago.

The most important condition for managing just a part of a client’s wealth: Full disclosure from the client

Tim McGrath, Managing Partner at Riverpoint Wealth Management in Chicago, says “Planning sounds easy, but it’s shocking how many people put it off”.

“Tim McGrath, managing partner at Riverpoint Wealth Management in Chicago, says Even high-net-worth clients, despite their financial resilience and substantial accumulated wealth, need to re-evaluate…”