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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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Apr 24, 2019
It’s Time to Get REAL, California
Kimberleigh Williams
Kimberleigh Williams,  CFP®

If Dante’s Inferno had named a 10th circle of hell, it might have been called the “Line at the Department of Motor Vehicles (DMV)”. The

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Apr 24, 2019
Seeing 20/20 into 2020?
Brian Dombkowski
Brian Dombkowski,  CFA

Following the market’s swoon last year, many investors became convinced that a recession was lurking right around the corner. After all, the stock market has

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Apr 24, 2019
Time Is Money
Stephen Peterson
Stephen Peterson,  CFP®

Once again, the US – and about 70 other countries worldwide – recently went through the annual spring-forward ritual of moving clocks ahead one hour,

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Apr 24, 2019
Renting Out the Family Vacation Home
Kristin Sun
Kristin Sun,  CFP®, CDFA®

If you own a family vacation home in the mountains of Tahoe or anywhere else in the country or world, congratulations! The incredible memories made

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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.