In 1998, financial advisor Peter Bower founded the Jacksonville, FL-based Riverplace Capital, a private firm specializing in wealth management, which manages investments internally. Well known and highly respected by individual clients and generations of families, our professional team is trusted to provide discreet, personalized, and individually tailored financial services for investments.
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.
As a private and independent fiduciary Registered Investment Advisory firm with over 100 years of combined experience in investing and money management services internally, clients place full confidence in our Wealth Managers for asset management, especially high net worth individuals. Our firm brings incalculable financial expertise combined with broad industry knowledge of private wealth management and leadership for investment management services.
Our expertise as a financial advisor for money management services as a personal financial advisor includes:
Call us for a FREE and confidential consultation.
Weekly Lonely Bull Blog
Lonely Bull in the News
Charita BULL Giving
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?
