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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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Feb 23, 2021
Where Might Investors Shift If More Stimulus Is Enacted? CNBC’s Halftime Report | February 19, 2021
Sand Hill News
Sand Hill News

Late last week, Sand Hill's Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again. In the below clip, Brenda addresses

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Feb 18, 2021
CNBC Squawk Box: How Further Economic Stimulus Could Impact Markets | February 18, 2021
Sand Hill News
Sand Hill News

Earlier this morning, Sand Hill's Chief Investment Officer Brenda Vingiello, CFA, a regular CNBC contributor, joined the Squawk Box program once again to share her

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Feb 4, 2021
Horse Ownership and You: Investing in Your Passions
Brian Dombkowski
Brian Dombkowski,  CFA

“When I bestride him, I soar...” -Shakespeare, Henry V There is no question that horses and humanity are inexorably linked. The first archaeological evidence of

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Feb 2, 2021
Is 70/30 the New 60/40?
Brian Dombkowski
Brian Dombkowski,  CFA

Since the 2008 Financial Crisis, many prognosticators have prematurely anticipated the end of the 60/40 portfolio—the well-established strategy of investing 60% of your portfolio into

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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.