Wealth Management With Full Intention
For your own
bright path.
Oakline Private Wealth is a specialist practice for professionals and experienced savers approaching retirement.
- Government employees rely on our deep familiarity with the financial world they live in — pensions, TSP, and the shift from accumulation to income.
- Professionals at Big 4 firms and similar organizations count on our fluency with their investment restrictions, deferred compensation, and layered benefits structures.
- Many clients simply find us on their own — successful savers who know they have enough but need a plan for what comes next.
Our approach is income-first. We start with what your money needs to do, then build the structure to sustain it.
The Four Principles at the Core of Our Practice
Four principles discipline our thought and attention. They naturally bring focus to what’s material to financial success over the long term.
We invite you to read how we think about each principle—and how we work, in the form of case studies associated with each.
About Us
Oakline Private Wealth is a specialist wealth management practice of financial advisors Spencer Hall and Markus Malmgren, supported by a broader team. We serve clients nationwide.
Learn more about our product-agnostic approach to financial planning and execution.
The Heart
of
Oakline Private Wealth
Spencer Hall
Private Wealth Advisor
Markus Malmgren
Private Wealth Advisor
Case Studies
Planning the Descent
A federal employee and Navy veteran one year from retirement had accumulated $1.5 million in savings but no structure for turning it into reliable income.
Working Within the Walls
A senior director at a Big 4 accounting firm was losing roughly 40 percent of his annual bonus to taxes, and the investment restrictions that came with his position ruled out the standard responses.
When the Simple Math Misses the Point
We began working with a married couple approaching retirement. Their baseline needs weren’t just covered; they had a surplus.
Redirecting the Pre-Tax Trajectory
A high-earning couple living modestly had spent decades maxing out their pre-tax retirement accounts, inadvertently creating a future tax burden that threatened their estate.