November was a very strong month. Returns are ranging up to 11 percent, depending on which index you measure. If you weren’t there, you missed out. The Bull forecasted a strong recovery after the August through October correction. It took a little longer; it usually starts in mid-October, but then wow! (But in truth, most […]
Riverplace Capital is a trusted resource for wealth management
In 1998, Peter Bower founded Riverplace Capital, a private, well-respected wealth management firm that manages investments internally for small businesses, individual clients and generations of families. Our team of seasoned professionals provide discreet, personalized and individually tailored financial services for long-term investors. Click on one of the five icons below to discover what separates us from the herd of same-minded investors.
Riverplace Capital Restructures Company For Future Growth
In a significant organizational restructuring to position the company for the future, Founder and CEO of Riverplace Capital Management Peter Bower announces the formation of a new executive management team comprised of Scott Wohlers and Mark Ross, promoted to Co-President, and Mr. Bower, who remains Executive Chairman and Chief Investment Officer.
In his new role, Mr. Wohlers will continue to promote and build the organization, overseeing marketing and business development. Mr. Ross will manage portfolios and oversee expansion of Wealth Management, Family Office, and Life Management Services.
Mr. Bower stated these changes will help the company to manage growth and provide for succession and continuity. Learn More about Our Team »
Clients Place Their Confidence In Riverplace Capital For Wealth Management
As a private and independent fiduciary Registered Investment Advisory firm with over 100 years of combined experience, the Riverplace Capital Management team provides financial expertise, broad industry knowledge and leadership in private wealth management.
Our investing and money management services include:
- Investment Management
- Business Ownership
- Real Estate
- Family Office Services
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Riverplace Capital Expands Family Office Services
Over the years, Riverplace Capital has observed a growing client need for expanded life management and legacy planning services. Some may involve making special financial arrangements for eldercare, or for dependents. Other situations may require working with multigenerational family members and the transfer of generational wealth. Whatever the need, we are here to help you navigate life transitions throughout the decades.
To accommodate this area of increasing growth, Riverplace Capital is expanding its focus on life and family services with the formal creation of Family Office Services. Consistent with our commitment to provide comprehensive financial services for all of our clients, Family Office Services are available to existing and new clients based on need, and are not limited to those at a specific investment level.
Local leader Scott Wohlers talks about investing during chaotic times
The Importance Of A Financial Plan And 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?