In 1998, Peter Bower founded Riverplace Capital, a private, well-respected wealth management firm that manages investments internally for small businesses, individual clients and generations of families. Our team of seasoned professionals provide discreet, personalized and individually tailored financial services for long-term investors. Click on one of the five icons below to discover what separates us from the herd of same-minded investors.
At Riverplace Capital we hold ourselves to high performance standards and frequently meet or outperform industry benchmarks.
We have one century of combined investment experience and have been serving clients for 24 years.
We select individual securities that are more tax efficient than many financial products, planing the timing for buying and selling to best meet your tax needs.
We don’t farm out your portfolio or hire other firms. You work directly with the people managing your money, not an intermediary.
The firm’s Lonely Bull Moniker reflects our independence of thought and unique approach to investing.
In a significant organizational restructuring to position the company for the future, Founder and CEO of Riverplace Capital Management Peter Bower announces the formation of a new executive management team comprised of Scott Wohlers and Mark Ross, promoted to Co-President, and Mr. Bower, who remains Executive Chairman and Chief Investment Officer.
In his new role, Mr. Wohlers will continue to promote and build the organization, overseeing marketing and business development. Mr. Ross will manage portfolios and oversee expansion of Wealth Management, Family Office, and Life Management Services.
Mr. Bower stated these changes will help the company to manage growth and provide for succession and continuity. Learn More about Our Team »
As a private and independent fiduciary Registered Investment Advisory firm with over 100 years of combined experience, the Riverplace Capital Management team provides financial expertise, broad industry knowledge and leadership in private wealth management.
Our investing and money management services include:
Call us for a FREE and confidential consultation at (904) 346-3460 or fill out the Contact Us form on this page and send.
Weekly Lonely Bull Blog
Lonely Bull in the News
Charita BULL Giving
Over the years, Riverplace Capital has observed a growing client need for expanded life management and legacy planning services. Some may involve making special financial arrangements for eldercare, or for dependents. Other situations may require working with multigenerational family members and the transfer of generational wealth. Whatever the need, we are here to help you navigate life transitions throughout the decades.
To accommodate this area of increasing growth, Riverplace Capital is expanding its focus on life and family services with the formal creation of Family Office Services. Consistent with our commitment to provide comprehensive financial services for all of our clients, Family Office Services are available to existing and new clients based on need, and are not limited to those at a specific investment level.
This past year has been one for the history books, and one key takeaway is the importance of having a financial plan. No one knows when the next crisis, recession, or unexpected event may arise. Did you know that according to Charles Schwab, only 25% of Americans have a financial plan? We have plans for so many things in our lives, whether it’s planning for something as simple as your day, planning your next vacation, or even your evacuation in case of a threat to your home. Since we plan for many things in our lives, why do so many Americans not have a financial plan? Is a financial plan even necessary?
