Most clients come to us for our investing expertise and experience. What many do not realize is that Riverplace Capital offers so much more.

Do you have specific individual needs that would help organize your personal and financial life for both now and future legacy?

Do you have a special needs child, spouse, aging parent, aging grandparent, or other relation who requires long-term planning for personal and financial wellbeing?

We can help. On our own and through our partners, we offer:

Financial and estate planning
Coordinating with other advisors regarding changes and client needs
Monitoring mail and paying bills on time
Organizing important financial, estate, and tax papers
Reviewing bank, credit card, and brokerage statements
Making in-home visits to evaluate a client’s current situation
Organizing tax documents and delivering them to the CPA at the end of the year
Offering fiduciary services including medical power of attorney, general power of attorney, and trustee services
Assisting in hurricane planning and preparing for evacuation if needed
Coordinating home maintenance and repairs
If desired, providing options for in-home caregiver services, assisted living options or nursing home, as well as coordinating and providing oversight of client’s decision
Developing a survivor package detailing information successors will need
Making recommendations and providing oversight for needed services
Tracking and resolving insurance and medical claims