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.
-
Step 1
-
-
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, a seasoned financial advisor with a wealth of experience in the finance industry, founded Oak & Vine Wealth Management with a mission to provide the highest level of financial planning and investment management services possible. With over 20 years in the financial industry and a successful track record of managing over $100 million in assets, Eric is dedicated to putting his clients' interests and relationships first. Born and raised on the central coast of California, Eric strives to give back to his community, serving on the board of directors for the Boys and Girls Clubs of Mid-Central Coast. In his free time, he enjoys coaching youth sports, golfing, tinkering with computers, and reading.
About Us
Finance Blog
