2018 Tax Review

View Sand Hill's current assessment of the sweeping U.S. tax code overhaul signed into law in late 2017.

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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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Sep 13, 2018
Demystifying Social Security Retirement Benefits for Divorcees
Kristin Sun
Kristin Sun,  CFP®, CDFA®

Understanding Social Security retirement benefits can be a daunting task for many, but even more so for divorcees. The eligibility rules are different when collecting

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Aug 30, 2018
Brenda Vingiello’s Guest Appearance on CNBC’s Halftime Report on August 23, 2018
Sand Hill News
Sand Hill News

Sand Hill's Chief Investment Officer, Brenda Vingiello, was a recent guest on CNBC's Halftime Report program. Click the video above to watch Brenda discussing final

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Aug 28, 2018
Cryptocurrency – Digital Tulip or Dotcom Dip?
Rob Hutchinson
Rob Hutchinson

Just six months ago, Bitcoin and cryptocurrencies in general were all the rage with an overall market value peaking at about $800 billion. A 450%

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Aug 1, 2018
Will ‘100’ Become The New ‘80’?
Brian Dombkowski
Brian Dombkowski,  CFA

Imagine for a moment adding 20 healthy years to your lifespan. How might you live your life differently? At what age would you consider retirement? Or perhaps,

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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.