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Simplifying Silicon Valley Life

Navigate life’s complexities with Sand Hill on your side

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LOCATED IN THE HEART OF SILICON VALLEY

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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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Aug 28, 2019
CNBC’s Halftime Report Discussion on the Current Interest Rate Environment | August 28, 2019
Sand Hill News
Sand Hill News

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report on August 28, 2019 to discuss interest rates and the current state

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Jul 31, 2019
Sand Hill Launches Its New Digital Client Center
Anthony Craun
Anthony Craun,  CFA

Since our founding in 1982, Sand Hill has persistently sought to provide our clients and their families with the best practices, tools and technology offered

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Jul 30, 2019
Diversifying Concentrated Holdings
Elizabeth Cody
Elizabeth Cody,  CFP®

Many dedicated employees, especially in Silicon Valley, eventually gain significant exposure to their own company’s stock by regularly participating in employee stock purchase plans (ESPP)

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Jul 29, 2019
Are We There Yet?
Brenda Vingiello
Brenda Vingiello,  CFA

Perhaps nothing reminds us more of summer than a family road trip where children, and often adults, become impatient after many hours on the road

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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

“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.

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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.