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Embracing Life's Financial Journey

Navigate complexity with Sand Hill by your side

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LOCATED IN THE HEART OF SILICON VALLEY

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AND IN THE HEART OF SAN FRANCISCO'S FINANCIAL DISTRICT

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Wealth should be something you enjoy — not something you worry about.

Our Mission

We are passionate about providing financial planning solutions and independent investment management strategies to support your lifestyle, and we specialize in overcoming complexity.

The Sand Hill Blog

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Nov 2, 2021
Service with a Side of Technology
Anthony Craun
Anthony Craun,  CFA

November 2, 2021 Growing up, my small-town McDonald’s hosted birthday parties, had Ronald McDonald roaming the restaurant, and both delivered food to the table and

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Nov 2, 2021
Navigating the Waves in Individual Stock Investing
Mark Strahs
Mark Strahs

November 2, 2021 So far in 2021, the equity market has embraced more themes, memes, and extremes than have been seen in the public markets

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Nov 2, 2021
What Is an Index Fund?
Janet Hoffmann
Janet Hoffmann,  CFA, CFP®

November 2, 2021 If you are interested in diversifying your portfolio and would like to remain cost and tax conscious, index funds may be a

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Nov 2, 2021
Capital Gains in Joint Ownership Accounts – Unmarried Parties
Megan Breslin
Megan Breslin

November 2, 2021 Joint ownership of an account can complicate how capital gains are dispersed and who is responsible for the taxes involved. Adding in

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Our Expertise

We’ve been here since Silicon Valley was a startup itself. That’s why when you work with Sand Hill, you have a partner that understands the unique challenges you face. From entrepreneurs and executives to individuals and families, we’re here to help you make the most of your wealth today and tomorrow. With us you’re not just a name and numbers on paper, you’re a person we want to get to know so we can help you reach your goals, streamline your life, and solidify your legacy.

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Individuals & Families

Specialized Planning Needs

Entrepreneurs

We understand there are unique challenges of managing wealth generated in Silicon Valley—from private equity and concentrated stock to liquidity events and succession planning.

Executives

Executive Compensation has grown increasingly complicated. At Sand Hill, we have long-standing experience with RSUs, deferred compensation, and specialized tax and risk management.

Multi-Generational Wealth

Helping plan for schooling, estate wealth transfer, fiscal responsibility education and business ownership are some of our focus areas. When it comes to the future, we understand the needs of families and the importance of preserving legacies.

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Let’s Work Together

If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.