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Simplifying Silicon Valley Life

Navigate life’s complexities with Sand Hill on your side

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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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Jan 16, 2019
Finding Your Optimal Path for Legal Representation When Contemplating Divorce
Kristin Sun
Kristin Sun,  CFP®, CDFA®

When contemplating divorce, there are understandably a significant amount of personal and practical considerations to examine. A good place to begin is to familiarize yourself

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Dec 21, 2018
CNBC’s Halftime Report Discussion of JP Morgan’s Analyst Upgrade of Nike on December 21, 2018
Sand Hill News
Sand Hill News

Watch Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, and the rest of the CNBC Halftime Report panel discuss today's upgrade by JP Morgan's retail

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Dec 20, 2018
CIO Brenda Vingiello Discussing the Fed and Corporate Valuations on CNBC’s Halftime Report | December 20, 2018
Sand Hill News
Sand Hill News

Watch Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, during her return visit to CNBC's Halftime Report on Thursday, December 20th. Her commentary begins at

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Dec 3, 2018
CIO Brenda Vingiello Discussing A Possible Trade Truce During Her November 30, 2018 Appearance on CNBC’s Halftime Report
Sand Hill News
Sand Hill News

Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC's Halftime Report program on Friday, November 30th. Watch as she discusses a possible trade

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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


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.


“Valley Wealth” 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 starting businesses are some of our focus areas. When it comes to the future, we understand the needs of families and the importance of preserving legacies.


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.