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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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LOCATed in the Financial district of san francisco

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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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Nov 22, 2019
Thank You and Happy Holidays From Sand Hill!
Sand Hill News
Sand Hill News

In the spirit of the bountiful year, Sand Hill has made a donation to Second Harvest of Silicon Valley.

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Nov 14, 2019
Discussion on Apple’s Downgrade to Sell on CNBC’s Halftime Report | November 14, 2019
Sand Hill News
Sand Hill News

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, during her November 14, 2019 appearance on CNBC’s Halftime Report. In the above video, the panel

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Nov 5, 2019
Your Equity Exposure: Is Your Proxy a Sector Match or a Bad Imposter?
Mark Strahs
Mark Strahs

The performance derived from individual stocks can be amongst the most rewarding portions of an investment portfolio. However, whereas a highly curated and diversified stock

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Nov 5, 2019
The Importance of the Family Meeting
Kimberleigh Williams
Kimberleigh Williams,  CFP®

When Gloria Vanderbilt, the great-great-granddaughter of a railroad tycoon with significant wealth, passed away this summer at age 95, the subject of her fortune and

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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.