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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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Jan 29, 2025
Cutting Through the Noise:  Insights and Outlook for the Year Ahead
Brenda Vingiello
Brenda Vingiello,  CFA
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The start of a new year often inspires reflections on the past, with renewed effort to apply any lessons we've learned to try to anticipate

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Jan 29, 2025
Final Rules for Inherited IRA Owners in a Post-SECURE Act World
Kristin Sun
Kristin Sun,  CFP®, CDFA®
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Between now and 2045, Cerulli Associates estimates that more than $80 trillion in wealth will be transferred from the Baby Boomer generation to their heirs.

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Jan 29, 2025
Calling the Plays: How the Fed Quarterbacks Mortgage Rates
Meghan DeGroot Daters
Meghan DeGroot Daters
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The U.S. economy spent most of 2024 with short-term interest rates stuck at around 5.3%. Then, in September, the Fed finally began lowering rates just

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Jan 29, 2025
Initial Steps to Take for Widows
Kimberleigh Williams
Kimberleigh Williams,  CFP®
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The death of a spouse can be one of the most stressful events you’ll ever experience. Even if it is expected after a long illness

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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.