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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Mar 17, 2023
CNBC Halftime: Current Environment for Regional Banks | March 16, 2023
Sand Hill News
Sand Hill News

Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report to share her views on the current environment for regional banks. Her

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Mar 7, 2023
CNBC Special: Taking Stock | Discussion of the 60/40 Portfolio | March 6, 2023
Sand Hill News
Sand Hill News

Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, made a special appearance on CNBC's Special: Taking Stock on March 6, 2023 to discuss the 60/40

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Feb 28, 2023
CNBC Halftime Report: Consumer Strength | February 24, 2023
Sand Hill News
Sand Hill News

On February 24th, 2023, Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to share her view on consumer strength

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Feb 13, 2023
CNBC Halftime Report: Rising Interest Rates on Valuation Multiples | February 10, 2023
Sand Hill News
Sand Hill News

On February 10, 2023, Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report investment committee to discuss the potential impact of rising rates

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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.