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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 23, 2019
Is it Time to Revisit Long-Term Care Insurance Options?
Elizabeth Cody
Elizabeth Cody,  CFP®

In the process of building solid financial resources to provide for their families, most successful investors also recognize the importance of adequately protecting their physical

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Mar 21, 2019
CNBC’s Halftime Report March 14, 2019 Discussion on the Impact of China on Apple
Sand Hill News
Sand Hill News

Watch Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA during her March 14, 2019 appearance on CNBC's Halftime Report. In the above video, the panel

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Feb 25, 2019
Discussing the Impact of a Possible U.S. – China Trade Deal on Markets During CNBC’s Halftime Report | February 22, 2019
Sand Hill News
Sand Hill News

Watch Brenda Vingiello, Sand Hill's Chief Investment Officer, during her February 22nd appearance on CNBC's Halftime Report. She once again joined the panel to discuss

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Feb 21, 2019
Global Trade Discussion on CNBC’s Halftime Report | February 21, 2019
Sand Hill News
Sand Hill News

In the above clip, Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, once again returns to CNBC's The Fast Money Halftime Report panel to discuss

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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.