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Separate yourself from the herd of same-minded investing strategies.

Clients Trust The Financial Planners At Our Jacksonville-based Private Wealth Management Firm

As a well-known and respected private wealth management firm, our Certified Financial Planners manage assets internally, and they have earned the trust of our individual and family clients since 1998. Based in Jacksonville, we’re grateful to serve clients all over the United States, including California, Colorado, Georgia, New York, North and South Carolina, Ohio, Oregon, Texas, Tennessee, and Utah. 

 Weekly Lonely Bull Blog

With a Bang or a Whimper?

The stock market has been correcting for the past 2-3 months. How will it end? Will it be with a dramatic sell-off or just fizzle out as confidence returns?  It does not look like the dramatic is probable. There have been several potential catalysts during this period and the bang just did not happen. Instead, there have been rolling declines in various sectors, groups, and styles. It first started with small and mid-cap issues. Large capitalization companies were not far behind, then finally the mega-cap growth issues got hit.

There was a lot of back and forth among various groups, getting hit, then recovering somewhat. Once the mega-cap stock market leaders came under selling pressure, the reassessment process was nearly complete. So, this correction has been messy but not dramatic. The Bull has recently written that this process should soon conclude. It appears that may already have happened. Did you hear the whimper? Earnings and the reaction to them will soon tell us a lot. Stay steady my friends.

The Lonely Bull

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The Importance of a Financial Plan

How You Can Get One At No Cost

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?

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Who we are

Founded in 1998, Riverplace Capital is a private wealth management firm located in Jacksonville, Florida. We offer a full array of financial resources and specialties in Investment Management, Business Ownership, Real Estate, and Family Office services.  A fiduciary Registered Investment Advisory firm, we provide discreet, personalized, and individually tailored financial services to long-term investors.  Riverplace Capital Money Managers deliver top performance through financial planning and disciplined investing. We work together with you to enhance your investment results and income, manage your risk, and provide tax protection.

The Lonely Bull moniker reflects our independence of thought and unique hands-on approach to investing. Unlike most firms, you work directly with the people managing your money, not an intermediary. If you want to work with a firm that approaches investment differently from the others, Talk with Us!

CharitaBULL Giving

Riverplace Capital proudly supports the community.

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Why Choose Riverplace Capital?

Financial Performance

Financial Performance

At Riverplace Capital we hold ourselves to high performance standards and frequently meet or outperform industry benchmarks.

Investment Experience

Investment Experience

We have one century of combined investment experience and have been serving clients for 22 years.

Tax Protection

Tax Protection

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.

Money Management

Money Management

We don’t farm out your portfolio or hire other firms. You work directly with the people managing your money, not an intermediary.

Independence

Independence

The firm’s Lonely Bull Moniker reflects our independence of thought and unique approach to investing.

Fiduciary/RIA

Fiduciary/RIA

As a fiduciary we act in your best interests, earning income based on your success. We do not sell insurance or financial products that charge additional commissions.