Roxbury Capital

Curtis Advisory Group is an independent wealth management firm based in Santa Barbara, CA, offering personalized financial advice from a Senior Team with extensive experience. Specializing in retirement planning, they help clients navigate uncertainties, optimize investments, and achieve financial goals with transparent fees and a disciplined approach. With over $395 million in assets under management for more than 100 households across 10 states, Curtis Advisory Group focuses on developing resilient investors who feel confident in their financial future. Their tailored services cater to clients of various life stages, including small business owners, foundations, and corporations, emphasizing personalized plans to meet individual financial objectives.Generated from the website

Granite Peak Partners is a fully-integrated Real Estate Investment Advisory Services firm based in Santa Barbara, CA, specializing in serving high net worth families, agricultural concerns, foundations, trusts, and family offices. With over 120 years of combined professional experience and a track record of advising on $2.0 billion in real estate assets, the firm focuses on creating value through actively managed investments across diverse product types in key U.S. markets. The firm's investment strategy includes core and value-add approaches, exemplified by their notable properties such as Amberley at Inverness in Denver and West Side Flats South in Seattle. Granite Peak's expertise in repositioning assets and targeting specific demographic needs has resulted in successful outcomes for their clients, demonstrating a commitment to enhancing property value and maximizing returns. Generated from the website