About Us

Oakline Private Wealth is the wealth management practice of Spencer Hall and Markus Malmgren.

We are a specialist practice serving government employees, professionals at Big 4 firms and similar organizations, and other successful savers preparing for—or already in—retirement.

Our philosophy is consistent across every client and engagement, grounded in four principles and an income-first approach to planning.

The Oakline Private Wealth team includes the two partners and a broader group of professionals who support every engagement.

Meet Our Team

Our approach is:

Disciplined

Every recommendation follows from a plan. We study income, spending, tax exposure, benefits, family circumstances, and time horizon before we build anything.

Risk-aware

We define how much risk your situation can actually support, not just how much risk you say you’re comfortable with. Those are different questions with different answers.

Personalized

We ask what you want your money to do before we decide how to invest it. There is no model portfolio we start from and adjust. We start from you.

Warm and direct

We pick up the phone. We explain what we’re doing and why. We embrace honest conversations about trade-offs.

Services

We offer comprehensive, product-agnostic wealth management. Our services include:

  • Retirement income strategies
  • IRA/401(k) rollovers
  • Tax-efficient strategies
  • IRA legacy planning
  • Life insurance
  • Long-term care strategies

These services are shaped by our four principles and tailored to each client’s situation. There is no default portfolio and no standard package.

To understand what it looks like to work with us, read about our process.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.