Integrity
Transparency
Service
Community
A Vertically Partnered Wealth Management Process
We proudly offer a vertically partnered approach to wealth management, tending to our client’s every financial detail by engaging and partnering with their professional network of CPAs, lenders, insurance providers, and realtors. Our rigorous, disciplined process is crafted after many years of partnering with other professional advisors. Clients receive a personalized financial plan, an institutional quality investment portfolio, and a team approach to managing every aspect of their financial well-being.
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Step 1
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Step 3
Are you ready to feel…
CONFIDENT,
SECURE &
WORRY-FREE?
Take comfort in knowing that your financial future is secure! Let us help you get there.
Why Choose Oak & Vine?
At Oak & Vine, we believe in providing financial planning for everyone and place the interests and needs of our clients above all else. Our team serves a discerning group of families and business owners, offering the personalized experience of a boutique firm with the industry experience and technology of a larger organization.
Eric Hallin founded Oak & Vine Wealth Management to bring clarity and confidence to life’s biggest financial decisions. With more than 20 years of experience and over $100 million in assets managed, he serves as a trusted guide through business exits, retirement transitions, and generational wealth planning.
A lifelong Central Coast local, Eric lives in Paso Robles with his wife and two kids. He serves as Vice Chair of the Boys & Girls Clubs of Mid Central Coast and prefers to spend his free time in the great outdoors with his family, coaching youth sports, and golfing with friends.
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