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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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Jun 24, 2022
CNBC Halftime Report: Analyzing the Fed Chair’s Testimony | June 23, 2022
Sand Hill News
Sand Hill News

Watch Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime Report to discuss the Federal Reserve's interest rate hike and its impact.

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Jun 10, 2022
CNBC Halftime Report: Strategies in a Volatile Market | June 10, 2022
Brenda Vingiello
Brenda Vingiello,  CFA

On June 10, 2022, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss the ongoing market

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Jun 6, 2022
CNBC’s Closing Bell: Overtime | “The Fed Needs to Talk Tough Right Now” | June 3, 2022
Sand Hill News
Sand Hill News

Brenda Vingiello, CFA, joins the Closing Bell: Overtime investment panel to discuss the Fed balance sheet, rate hikes, and market volatility. Check out her commentary

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May 31, 2022
CNBC Halftime Report: Stocks on Track to Positively Cap Off the Week | May 27, 2022
Sand Hill News
Sand Hill News

Brenda Vingiello, our CIO, talks about three changes that eliminated some uncertainty in the market. See her commentary below at the 3:24 mark. The content

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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.