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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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Jan 15, 2021
Brenda Vingiello on CNBC’s Halftime Report Discusses How She’s Adjusting Portfolios in 2021 | January 15, 2021
Sand Hill News
Sand Hill News

As we close the market's performing worst week since October, Brenda shares her views on how a market pause would be healthy, and how she's

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Jan 8, 2021
California’s Proposition 19 Institutes New Property Tax and Transfer Rules
Kristin Sun
Kristin Sun,  CFP®, CDFA®

In the November 2020 election, California voters narrowly passed Proposition 19, a measure that impacts two major areas related to property tax and property transfer.

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Jan 8, 2021
Brenda Vingiello on CNBC: Discussing a Continued Rotation into Value and Cyclical Names | January 8, 2021
Sand Hill News
Sand Hill News

Sand Hill CIO Brenda Vingiello, CFA, was asked "Where do we go from here?" on the CNBC Halftime Report today. Hear her response by watching

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Dec 29, 2020
Discussing Cyclical and Value Sectors on CNBC’s Squawk Box | December 28, 2020
Sand Hill News
Sand Hill News

Sand Hill CIO Brenda Vingiello once again joined the CNBC Squawk Box program earlier this week. In the below clip, she discusses the possible shift

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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.