Our Silicon Valley Sand Hill office has been the epicenter of Valley investing for over 40 years. Conveniently located near the intersection of Sand Hill Road and the 280 freeway, the office offers a deep pool of talent with extensive, long-term knowledge of Silicon Valley and its unique culture, as well as broad wealth planning and investment expertise. Our Sand Hill team has extensive experience working with entrepreneurs, tech company executives, venture capitalists, attorneys and CPAs. We bring a holistic approach to wealth management, addressing balance sheet asset allocation, cash flow requirements, income and estate tax planning, and other critical financial concerns. Every one of our Wealth Managers builds friendly, proactive client relationships, anticipating each client’s distinct needs, tailoring solutions to meet them, and maintaining an unbiased fiduciary mindset throughout.
3000 Sand Hill Road, #3-290
Menlo Park, CA 94025
Mon - Fri: 8:30 AM-5:00 PM PT
Office Phone: (650) 265-4294
Check Verifications & Banking Inquiries:
Support for BNY Mellon Wealth Online:
Our Menlo Park Team
President U.S. Markets– West
Senior Managing Director
Regional Managing Director
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