Learn the 5 questions you should ask yourself as you enter retirement: https://lnkd.in/dGE48KZ7
Sand Hill Global Advisors
Investment Management
Palo Alto, California 1,396 followers
We've been here since Silicon Valley was a start up itself.
About us
Sand Hill Global Advisors delivers outstanding wealth advisory and investment management services to individuals and families, as well as to endowments and foundations. For more than three decades, we have partnered with our clients to offer objective advice, customized planning, and sophisticated investment management. While our investment philosophy is global, our focus is on our clients’ goals - here and now. The Sand Hill team is, first and foremost, committed to the financial well being of its clients.
- Website
-
http://www.sandhillglobaladvisors.com
External link for Sand Hill Global Advisors
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Palo Alto, California
- Type
- Privately Held
- Founded
- 1982
- Specialties
- Investment Management, Wealth Management, Financial Planning, and Tax & Estate Planning Strategies
Locations
-
Primary
Get directions
245 Lytton Ave
Suite 300
Palo Alto, California 94301, US
-
Get directions
One Embarcadero Center
Suite 1140
San Francisco, California 94111, US
Employees at Sand Hill Global Advisors
-
Jeffrey Abadie, CFP®
Senior Wealth Manager at an Independent Wealth Management Firm Located in San Francisco and Palo Alto, CA
-
Sara Craven, CFP®, CEPA®
Chief Wealth Manager of a 40+ Year Wealth Management Firm Headquartered in the Hub of Innovation #WealthManagement #financialplanning #financialadvice
-
Janet Hoffmann, CFA, CFP®
Senior Wealth Manager at Sand Hill Global Advisors
-
Cynde Lee
Retired Chief Compliance Officer at Sand Hill Global Advisors
Updates
-
Understanding the differences between a SEP IRA and an Individual 401(k) is key. Check out our article to make an informed decision on your retirement strategy. https://lnkd.in/g6bkcPD2
-
-
Read about the 7 considerations for personal planning in your business exit planning strategy here: https://lnkd.in/g4mB24sr
-
Sand Hill’s CIO, Brenda Vingiello, joined CNBC’s Squawk Box to discuss our views on the latest market trends. Watch the short clip here: https://lnkd.in/g2Dndk3i
-
-
Read our article about this topic here: https://lnkd.in/gmpG2AnN
-
The 4 vital steps are listed here! https://lnkd.in/eqXUyjqK
-
Navigating retirement planning as a business owner can be complex. Discover the differences between a SEP IRA and an Individual 401(k) in our article. Make informed decisions around your financial future. https://lnkd.in/g6bkcPD2
-
-
Updates around Accessory Dwelling Units and the California mansion tax could impact your investment strategy. Check out our article on #Homeownership and #LuxuryProperties https://lnkd.in/gN7bSf2i
-
-
🤝 Happy Be a Good Teammate Day from Sand Hill Global Advisors! 🤝 Today, as we celebrate the spirit of teamwork, we're proud to be your trusted partner in embracing life's financial journey. We believe that wealth should be something you enjoy, not something you worry about. That's why our team is committed to working together with you, offering smart and local financial solutions tailored to your needs and aspirations. Whether it's navigating insurance options or planning for the future, we're here to support you every step of the way. Let's collaborate, communicate, and conquer your financial goals together. Here's to being great teammates on this journey called life. #BeAGoodTeammateDay #Teamwork #EmbracingLifesFinancialJourney #EnjoyYourWealth 🤝
-
-
Don't be caught off guard. Explore the advantages of exit planning and discover how to protect your financial legacy in our insightful article. https://lnkd.in/eqXUyjqK
-