We’re top ranked by Forbes

Forbes has recognized Sagar Shah of Seven Oaks Capital as one of the top financial security professionals in New Jersey. Sagar ranked #49 out of all financial security professionals in New Jersey for his service to his clients. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

2024 Forbes Best-In-State Wealth Advisors logo

Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success. 

Build Your Best Life

Company Overview:

You are the ultimate creator of your financial world. You are the one putting in the work, gathering resources, and building your best life from your unique opportunities. At Seven Oaks Capital, the role of our financial planners is like an architect—we take your vision and resources and give you a plan to help bring every detail to life. We meet you where you are, help you align your wealth with your values and the things that matter most to you, and strive to guide you on a secure and efficient path toward your goals. Because the clearer, more intentional your plan is, the better chance you have of fulfilling your vision of a great life.    

The Seven Oaks Advantage:

At Seven Oaks, we seek to exceed your expectations for financial planning and provide exceptional, measurable value. We offer five distinct advantages aimed to help enhance your planning experience:

Unified Collaboration

We operate as a cohesive unit, seamlessly combining each other’s expertise and skills with our advanced technology to cater specifically to your needs.

Thoughtful Solutions

Prioritizing active listening, we aim to gain a deep understanding of your needs, allowing us to offer customized solutions tailored specifically for you.

Tailored Service

We tailor our approach to your needs, deferring to your schedule and learning style and planning around your financial position.

Expert Insights

With our forward-thinking perspective, creativity, and diligent research, we help you identify emerging prospects in the financial arena.

Expanded Horizons

Leveraging data-driven analyses and our extensive global network, we empower you to explore and capitalize on new opportunities.

Our Expertise:

Our goal as your advisor is to be the person you come to with all your financial questions and needs. We specialize in comprehensive planning that addresses your entire financial life, and we offer a full suite of services to support your goals. We also help clients with specific products and services to augment their current plans, so wherever you are on your financial journey, we’ll meet you there and tailor our approach to your needs and goals.

Boost your financial knowledge.