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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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Sep 16, 2021
CNBC Halftime Report: Watching for Catalysts in the Stock Market | September 16, 2021
Sand Hill News
Sand Hill News

On September 16, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report panel once again and discussed what positive catalysts investors can

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Sep 8, 2021
CNBC Squawk Box: What To Expect From Markets in the Coming Months | September 8, 2021
Sand Hill News
Sand Hill News

On September 8th, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program once again. Brenda addressed what the month of October

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Aug 31, 2021
CNBC Squawk Box: What Could Cause a 5% Market Pullback | August 31, 2021
Sand Hill News
Sand Hill News

On August 31, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program once again. In the below clip, Brenda discusses what

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Aug 9, 2021
Is Valuation a Concern? Brenda Vingiello Addresses This Question on CNBC’s Halftime Report | August 9, 2021
Sand Hill News
Sand Hill News

On August 9, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report program as a guest contributor once again. In the below

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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.