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Riverplace Capital Management Riverplace Capital Management
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Business Details
28 Years
experience
Trusted Financial Advisers in Jacksonville, FL
Founded in 1998, Riverplace Capital Management has built a legacy of trusted financial stewardship for individuals, families, and small businesses across Jacksonville and the First Coast. Our team of seasoned professionals brings over 100 years of combined experience, specializing in fiduciary planning, family wealth management, and investment strategies tailored to individual needs. We approach financial management with the tenacity and integrity of the 'Lonely Bull,' standing apart from industry trends to deliver unique, client-focused solutions. Our philosophy emphasizes proactive planning, personalized service, and a commitment to transparency, ensuring clients receive sage advice and white-glove service. With a focus on long-term relationships, we guide clients through every stage of their financial journey, from asset allocation to retirement planning.

Our rigorous investment process combines top-down market analysis with bottom-up research, supported by quantitative and qualitative screenings to optimize portfolio performance. As a Registered Investment Adviser, we uphold the highest ethical standards, prioritizing client interests in every decision. Our governance framework ensures accountability, while our community involvement reflects our dedication to broader financial education. With competitive pricing and accessible account minimums, we strive to make comprehensive wealth management available to a wide range of clients. Over 25 years, we have earned a reputation for delivering reliable insights, strategic foresight, and unwavering dedication to client success.
Services
Private Investment Plans Family Office Services Small Business Advisory Estate Planning Retirement Planning Portfolio Management Tax Protection 401k Management Profit-Sharing Plans Wealth Management
Details
  • Year established: 1998
Highlights and features
  • We offer over 25 years of experience in personalized financial planning.
  • Our team has 100+ years of combined expertise in wealth management.
  • We provide proactive, client-focused investment strategies.
  • Our fiduciary responsibility ensures client interests come first.
  • We maintain 24-hour transparency with portfolio access.
Associations and certifications
  • Registered Investment Adviser (RIA)
Update Listing
Services
Private Investment Plans
Our Private Investment Plans provide customized financial strategies for individuals and families. We combine market analysis with personalized goals to optimize investment growth, tax efficiency, and long-term wealth preservation. Clients benefit from proactive portfolio management and transparent communication.
Family Office Services
Family Office Services offer comprehensive solutions for generational wealth transfer. We develop tailored strategies for asset allocation, estate planning, and tax optimization. Our concierge approach ensures seamless management of family finances and legacy planning.
Small Business Advisory
Small Business Advisory services focus on retirement plans, tax protection, and profit-sharing strategies. We help businesses navigate financial challenges with customized 401(k) plans, pension management, and compliance solutions tailored to Florida's market.
Portfolio Management
Portfolio Management includes active monitoring and strategic adjustments to align with client goals. Our process combines top-down market analysis with bottom-up research to optimize returns while maintaining risk management protocols for long-term stability.
Retirement Planning
Retirement Planning services create personalized strategies for financial independence. We assess income needs, risk tolerance, and long-term objectives to develop sustainable withdrawal plans and tax-efficient investment allocations for post-career life.
People
Peter E. Bower
Chairman, CEO Chief Investment Officer
Peter Bower founded Riverplace Capital Management in 1998 with a vision for personalized financial stewardship. He leads investment strategy and maintains fiduciary oversight, combining 25+ years of market experience with a commitment to client-centric service.
Scott C. Wohlers
President Investment Services
Scott Wohlers directs investment services and market analysis. With expertise in portfolio management, he provides weekly market updates and strategic guidance to clients seeking long-term financial growth and stability.
Terri Kimball
Executive Vice President Controller
Terri Kimball oversees financial operations and compliance. Her leadership ensures rigorous accounting practices and regulatory adherence, supporting the firm's commitment to transparency and ethical financial management.
Questions
What services does Riverplace Capital offer?
We provide fiduciary planning, family wealth management, portfolio management, retirement planning, small business advisory services, and customized investment strategies.
How are your fees structured?
Our management fee is 1.25% annually (1% for assets over $2M), billed quarterly with potential discounts for larger accounts.
What is your investment approach?
We use a four-step process combining top-down market analysis, bottom-up research, and quantitative/qualitative screenings to optimize portfolio performance.
Do you work with out-of-state clients?
While based in Florida, we serve clients nationwide through personalized digital communication and remote financial planning tools.
What account minimums apply?
We require a $100,000 minimum investment, significantly lower than the industry average for comprehensive wealth management services.
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