Riverplace Capital is a Private Wealth Management Firm in Jacksonville, FL
Founded in 1998, Riverplace Capital offers 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 with more than 100 years combined financial experience, 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 to Us!
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. The Bull and his partners want to help investors make the correct decisions. In other crises, we have seen too many people do great harm to their financial futures. This can be avoided with the proper analysis and counsel. It is important to stay on a disciplined path. You may need to make changes, just do them as part of a rational plan.
Free is free and no one is under any obligation to RCM. Let us help you. Call us at (904)346-3460 or Click here to learn more.
Appointments Available
Telephone consultation, zoom videoconference, and FaceTime appointments are available. We will meet where you are most comfortable– at your home, an outdoor venue or in our office conference room.
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 21 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.