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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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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Nov 21, 2022
Thank You and Happy Holidays!
Sand Hill News
Sand Hill News

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

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Nov 15, 2022
2022 Year End Planning Updates
Sand Hill News
Sand Hill News

As the year-end approaches, now is an ideal time to review strategic planning opportunities and preview what lies ahead in 2023. We encourage you to

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Nov 14, 2022
CNBC’s Squawk Box: Our View on Inflation| November 11, 2022
Sand Hill News
Sand Hill News

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, join CNBC's Squawk Box to discuss our view on inflation. The content was produced and provided

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Oct 25, 2022
Thank You for Your Partnership
Brian Dombkowski
Brian Dombkowski,  CFA

You may not be aware that 2022 marks Sand Hill’s 40th anniversary. In celebration of this milestone, we want to reflect on our dedication to

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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.