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Simplifying Silicon Valley Life

Navigate life’s complexities with Sand Hill on your side

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LOCATED IN THE HEART OF SILICON VALLEY

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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 31, 2019
2018 – Making Lemonade From a Lemon
Brenda Vingiello
Brenda Vingiello,  CFA

Last year was a year many in the investing world would rather forget as investors were tested with two double-digit stock market corrections that felt

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Jan 31, 2019
When Does It Make Sense to Hire a Professional Fiduciary?
Elizabeth Cody
Elizabeth Cody,  CFP®

Silicon Valley has long served as a beacon throughout the country and world for the best and brightest technology professionals seeking career and economic opportunities.

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Jan 31, 2019
Staying Calm in the Volatile Markets
Brian Dombkowski
Brian Dombkowski,  CFA

There really is nothing quite like price to change investor sentiment. Year after year, short-term traders make emotional decisions at the wrong moments, either fearfully

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Jan 31, 2019
Opportunity Zones: What Are They and When Should I Care?
Rob Hutchinson
Rob Hutchinson

What are they? Opportunity Zones were created by the Tax Cuts and Jobs Act of 2017 (TCJA). According to the IRS, an Opportunity Zone is

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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

“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.

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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.