This new business highlights the close, but sometimes under-appreciated, connections between insurance and wealth management.

Canterbury Capital Wealth Management, an RIA, has launched Canterbury Capital Insurance Co, a new independent insurance affiliate that provides expertise to clients for managing risks and protecting their wealth.

Shawn Nelson, who has worked at Liberty Mutual, USI and State Farm, is leading the new business.

“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,” Blake Butler, founder and CEO of Canterbury Capital Wealth Management, said. 

The new entity operates independently while coordinating closely with Canterbury Capital Wealth Management to ensure that insurance strategies are integrated into clients’ overall financial planning when appropriate.

The launch of this new business highlights the close, but sometimes under-appreciated, connections between insurance and wealth management.