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.
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 22 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.
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. Read More »
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?
