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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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May 28, 2021
Investing in FAANG Stocks in a Diversified Portfolio | CNBC Halftime Report: May 27, 2021
Sand Hill News
Sand Hill News

Sand Hill Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report Panel once again this week and shared her thoughts on owning FAANG

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May 27, 2021
The Changing Landscape of Homeowner’s Insurance in CA Due to Fire Risk
Stephen Peterson
Stephen Peterson,  CFP®

Sand Hill's Senior Wealth Manager Steve Peterson and Senior Managing Director at the specialty brokerage firm Risk Strategies, John O'Neill, discuss the the changing landscape

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May 3, 2021
2021 Earnings Growth: Brenda Vingiello on CNBC’s Halftime Report| April 30, 2021
Sand Hill News
Sand Hill News

On April 30, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report panel once again. In the below clip, Brenda discusses the

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Apr 27, 2021
When FOMO Meets SLOMO: The Ups and Downs of Momentum Investing
Mark Strahs
Mark Strahs

Once it became evident late last autumn that the tens of billions of dollars spent to discover COVID vaccines were bearing fruit, the investment mindset

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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.