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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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May 2, 2022
Writing History One Day at a Time
Brenda Vingiello
Brenda Vingiello,  CFA

Without a doubt, the past few years—and probably the rest of this decade—will ultimately be memorialized in the history books as quite unique, given the

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Apr 29, 2022
The Coming Deglobalization
Brian Dombkowski
Brian Dombkowski,  CFA

Fifty years ago, Air Force One, recently renamed the “Spirit of ‘76” in honor of our nation’s pending bicentennial, landed at the Shanghai airport. When

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Apr 29, 2022
College Savings
Megan Breslin
Megan Breslin

In the fall semester of 2020 (the most recent available data through the Education Data Initiative), roughly 15.9 million undergraduate students were enrolled in American

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Apr 29, 2022
Risky Business: Understanding Your Risk Tolerance is Key to Financial Success
Kimberleigh Williams
Kimberleigh Williams,  CFP®

Originally published on January 27, 2016 and updated on April 28, 2022 Webster’s defines risk as “the possibility of loss or injury” and while this

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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.