The seven-member team used to be affiliated with Northwestern Mutual.

Blake Butler, a financial advisor, has launched an Alabama-based RIA, Canterbury Capital Wealth Management. 

The firm firm’s services range from investments and insurance to tax and estate planning.   

Before launching an independent advisory firm, Butler’s seven-member team was affiliated with Northwestern Mutual. 

“With the launch of our RIA, we can offer our clients true integration and the freedom to choose the strategies that we believe are right for them,” said Butler. “I come from a long line of entrepreneurs and am excited to offer comprehensive wealth management.”

Named after Butler’s family farm in Demopolis, Alabama, Canterbury Capital caters to two primary segments: current and retired business owners and physicians.  

The firm provides in-house investment management, offering access to diverse financial products, including stocks/bonds, mutual funds, ETFs and alternative investments. It has its own proprietary strategies – Canterbury Capital Strategies – providing tax managed investments to both qualified and non-qualified investors.   

As part of its RIA launch, Canterbury Capital Wealth Management selected Charles Schwab as its primary custodian. It also partnered with Fusion Financial Partners for technology and operations transition support and turned to MarketCounsel Consulting and the Hamburger Law Firm for regulatory compliance and legal counsel.