A complete list of active advisors currently associated with Canterbury Capital Wealth Management, LLC

Warmer can help you find a great advisor at Canterbury Capital Wealth Management, LLC or one who fits your needs even better.

Canterbury Capital Wealth Management manages about $132.1 million in discretionary assets and provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations and business entities. The firm delivers both standalone financial planning engagements and ongoing wealth management services, and it discloses acting as an ERISA fiduciary on certain retirement plan consulting engagements. CCWM tailors portfolios to clients’ risk tolerances, time horizons and liquidity needs and primarily allocates assets among mutual funds, ETFs, individual equities and fixed income, while also recommending alternative and private investments when appropriate. The firm uses a mix of fundamental, technical, charting and cyclical analysis, manages some accounts through proprietary model portfolios, and implements strategies that include long- and short-term purchases, trading and tax-loss harvesting. Noteworthy details in the brochure include a relatively large client roster—approximately 305 clients supported by two advisors on $132.1 million AUM—resulting in a high client-to-advisor workload compared with many peers. The firm also discloses affiliated business activities (a related insurance agency and a related tax and accounting firm), direct fee-debit authority and the use of standing letters of authorization, each identified as potential conflicts of interest in its brochure.

To learn more about the advisors currently working at Canterbury Capital Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.