Celebrating 40 Years!

As we celebrate our milestone 40th anniversary, we at Sand Hill thank you for your partnership!

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Embracing Life's Financial Journey

Navigate complexity with Sand Hill by 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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May 1, 2023
CNBC Closing Bell: Amazon Discussion | April 27, 2023
Sand Hill News
Sand Hill News

Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, made a guest appearance on CNBC's Closing Bell on April 27, 2023 to share her views on

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Apr 27, 2023
Welcome Back to an Economic Cycle
Mark Strahs
Mark Strahs

With the multiple levels of support thrown at global economies and capital markets post 2019, many have forgotten what an economic cycle is, and many

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Apr 27, 2023
Help the First Responders Help You
Sara Craven
Sara Craven,  CFP®

The Merriam-Webster definition of emergency is “an unforeseen combination of circumstances or the resulting state that calls for immediate action; an urgent need for assistance or

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Apr 26, 2023
The “S” Word
Brenda Vingiello
Brenda Vingiello,  CFA

Even though George Carlin and others have long pushed the boundaries, there are still some words—including a certain “S” word—that are typically not used in

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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.


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.


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.