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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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Feb 13, 2024
CNBC Squawk Box: CPI Report | February 13, 2024
Sand Hill News
Sand Hill News

Sand Hill Global Advisors' CIO, Brenda Vingiello, joined Squawk Box to discuss her view on the latest CPI report. This content was produced and provided

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Jan 31, 2024
Rates, Rallies and Rational Expectations
Meghan DeGroot Daters
Meghan DeGroot Daters

Not to be overshadowed by the strong returns from equity markets last year, bond market investors also have something to celebrate as we turn the

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Jan 31, 2024
Happily Ever After:  Keys to Enjoying Your Retirement
Elizabeth Cody
Elizabeth Cody,  CFP®

Did you know that the number of Americans ages 65 and older is projected to increase from 58 million in 2022 to 82 million by

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Jan 31, 2024
Home Sweet RV
Kimberleigh Williams
Kimberleigh Williams,  CFP®

If you’re a fan of Albert Brooks like I am, you’ve no doubt seen the 1985 movie classic Lost in America in which the protagonists

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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.