Canterbury Capital Wealth Management, an independent registered investment advisor based in Tuscaloosa, Alabama, has announced the launch of Canterbury Capital Insurance Co., a new independent insurance affiliate designed to provide clients with dedicated expertise in risk management and wealth protection.
The launch reflects Canterbury Capital’s commitment to addressing insurance as a core component of comprehensive financial planning. Canterbury Capital Insurance Co. will be led by Shawn Nelson, who brings more than a decade of experience in insurance and risk management and previously held roles at USI, Liberty Mutual, and State Farm. The two entities will operate independently while coordinating closely to ensure insurance strategies are integrated into clients’ overall financial planning when appropriate.
KEY QUOTES:
“Insurance plays a critical role in protecting wealth, yet it is often treated as a standalone decision rather than part of an overall financial plan. By launching Canterbury Capital Insurance as an independent business, we are giving our clients access to focused insurance expertise while maintaining the freedom to implement solutions that align with their broader financial goals.”
Blake Butler, Founder and CEO, Canterbury Capital Wealth Management
“Effective insurance planning starts with understanding risk, not selling products. Our focus is on helping clients make informed decisions that support and protect what they’ve built, today and over time.”
Shawn Nelson, Canterbury Capital Insurance Co.
