Canterbury Capital Wealth Management

08/28/2026

The benefits of AI in wealth management will be squandered if the only result is to reduce staff. As AI handles more routine administrative work, the industry has an opportunity to become less labor-intensive behind the scenes and more high-touch in front of the client.
The talented people who already understand the business, but whose jobs have been automated, are an important resource. Giving them more opportunities to interact with clients will prove to be the real benefit of the AI revolution.
Our own Blake Butler explains our view in this article:

Firms that use technology to give clients more access to knowledgeable people, more thoughtful advice will be the big winners of the AI revolution.

08/17/2026

https://www.investmentnews.com/goria/practice-management/ma-wave/267445 #

With Q1 2026 setting an all-time record of 142 deals and $1.67 trillion in transacted AUM, four RIA leaders explain why inbound interest hasn't changed their strategy — and what smaller firms should watch for

08/11/2026

Many advisory firms hand portfolio management to an outside asset manager. At Canterbury Capital, our own professionals manage client assets in-house.

We have also developed our own strategies, Canterbury Capital Strategies, which provides tax-managed investments to both qualified and non-qualified investors.

Managing money internally allows investment decisions to stay aligned with each client's broader tax and estate picture rather than operating in a silo.

To discuss whether your portfolio reflects your full financial situation, call 205-534-1310 or visit canterburycap.com.

08/05/2026

The Federal Reserve (Fed) concluded its July 2026 meeting by holding interest rates steady at 3.50%–3.75%. But what does this mean for everyday Americans? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.

08/05/2026

Business owners and physicians share something in common: their financial lives rarely fit a standard template.

A liquidity event from a practice sale. Income that arrives unevenly and gets taxed heavily. A transition plan that has to account for partners, employees, and family all at once. These situations call for advice built around the specifics, not a generic model.

Canterbury Capital was founded to serve current and retired business owners and physicians, and our team is structured around the complexities those clients bring through the door.

If that sounds like your situation, call 205-534-1310 or visit canterburycap.com to schedule a consultation.

08/03/2026

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

07/28/2026

"Comprehensive" gets used loosely in financial services. At Canterbury Capital, it has a specific meaning.

Our team includes in-house investment managers, a CPA, an estate attorney, and professionals experienced with government benefit programs.

Investment, tax, estate, and risk considerations are evaluated together rather than in separate offices.

That coordination matters. A portfolio decision can carry tax consequences. An estate document can affect how accounts should be structured. When one team sees the whole picture, those connections are addressed before they become problems.

Learn more about our integrated approach at canterburycap.com.

07/13/2026

June delivered a mixed picture for investors. Growth remained more resilient than expected, the labor market cooled without cracking, inflation stayed elevated, and markets adjusted to a more hawkish tone from the Federal Reserve. Swipe through to learn more.

As always, our team is closely monitoring the market and broader economic environment on your behalf. If you have questions about your portfolio or financial strategy, please reach out. We are here to be a resource for you.

07/13/2026

National Retirement Security Week is a timely reminder that for high-net-worth (HNW) individuals, retirement planning requires a tailored strategy designed to protect, preserve, and efficiently create wealth. Swipe through to learn how we can help you navigate the complexities and opportunities retirement can bring.

If you would like to discuss how your retirement strategy aligns with your long-term wealth goals, contact us today. We're here to help you navigate the complexities of retirement planning with confidence.

07/03/2026

In a recent News article, our CEO Butler shared his insights on AI’s impact on hiring with Greenberg. As AI absorbs more routine office tasks, higher value is being placed on advisors to guide clients through major financial decisions as they provide a greater sense of trust. We must not ignore signals, such as client frustration over chatbots, that point to actual human service as a premium in the Wealth Management Industry.

Read the full article here:

Three RIA leaders say AI is eliminating back-office roles and marketing tasks — but financial advisors and planners are not on the chopping block