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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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Apr 30, 2025
Tariffs and Turbulence
Brenda Vingiello
Brenda Vingiello,  CFA
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In early April, the Trump Administration unveiled its “Liberation Day” tariff plan, and it came as quite a shock, with the scope and severity of

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Apr 30, 2025
Why Family Meetings Help Estate Planning Goals
Jeffrey Abadie
Jeffrey Abadie,  CFP®
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The importance of well-crafted and proactive estate planning documents is widely understood by most families with significant wealth, but arguably an even more important element

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Apr 30, 2025
Raising Wealth-Wise Gen Alpha Kids in a Digital World
Miriam Santiago
Miriam Santiago,  CFP®
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Recently, my two-year-old daughter tapped the screen of a toy expecting it to do something—anything!—instantly. When it didn’t respond, she frowned and moved on, already

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Apr 30, 2025
Why Muted Guidance Signals Sunshine Ahead
Mark Strahs
Mark Strahs
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Given the market backdrop, we are diving into the curious dance of public companies offering muted guidance during economic uncertainty—and how this often sets the

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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.