Community Investment
A commitment to community investment through philanthropy has been a hallmark of our culture since we were established 22 years ago. One way we do this is by providing ongoing investor education and thought leadership. We deliver this through client information sessions, expert investing advice previously featured on Monday morning television, and now, through a series of financial articles highlighted in The Resident newspaper. You can see a link to both of these articles on the website Home Page.
In addition to investor education, RCM has supported a variety of nonprofit organizations that favorably affect the quality of life through their service in the performing arts, education and social services. We do this by providing financial support and professional services. The Florida Ballet and Jacksonville Symphony are two of our primary philanthropies.
Recently Vice President Scott Wohlers hosted a foursome at a golf fundraiser in support of The Florida Ballet. Nearly 70 golfers participated and much needed funds were raised to support the organization. Scott and his team even managed to bring home the winners cup! Of course philanthropy is not about winning; we believe that investing in non profit organizations is important now more than ever as we come together to support our community in meaningful ways. In this season of giving we encourage you to contribute to organizations in need. Click here to see a list of community organizations we have supported over the years.
Millenials- Get your free Investment Guide today
Are you a millennial trying to navigate through all the rhetoric and challenges of investing? Riverplace Capital millennial and professional investor Scott Wohlers has some best practices, tips, and simple ideas to help you either get started or manage where you are!
Quarantine Special -Free Financial Plan
For a limited time Riverplace Capital is offering a free financial plan (value $1500) for anyone during this difficult period, not just for our clients. Click here to learn more.
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!
In the News
Covid’s Impact on the Real Estate & Mortgage Markets
By Mark W. Ross
Vice President Riverplace Capital
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.