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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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Mar 15, 2018
No Good Deed Goes Unpunished – Insuring Your Nonprofit Work
Elizabeth Cody
Elizabeth Cody,  CFP®
Nonprofit Heart
Nonprofit Heart

There are many great reasons to serve as a director or officer (D&O) of a nonprofit organization. Perhaps you have a desire to make a

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Mar 5, 2018
Your Personal Security in a Changed World
Sara Craven
Sara Craven,  CFP®
SC - Helicopter Rescue

Wealth has its privileges, but it also carries risks, including personal security challenges. Many high net worth individuals and their families maintain high visibility careers,

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Feb 1, 2018
Financial Considerations for Navigating Divorce Later in Life
Jeffrey Abadie
Jeffrey Abadie,  CFP®
lawyer and customer

A major dilemma with navigating the divorce process is that it forces a person into an extremely emotional and gut-wrenching situation, and yet also requires

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Jan 26, 2018
In Blockchain We Will Trust
Brian Dombkowski
Brian Dombkowski,  CFA
block chain technology
block chain technology

Much has been written about the founding of Bitcoin in the wake of the Financial Crisis, the blockchain technology that stamps every transaction with a

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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.