Seven Oaks Capital
Sagar N. Shah
Founder and CEO|CLTC®
Build Your Best Life
Our Commitments
We believe you deserve an advisor who puts your needs, preferences, and values at the center of your planning experience. Our team has committed to seven core values that help us put your best interests first in everything we do.
INTEGRITY
We speak openly and honestly, keep our promises, and follow through on what we say we will do.
LOYALTY
We build authentic, enduring relationships with our clients, providing reliable service so we are always here when you need us.
COLLABORATION
We listen to understand your perspective and work as a team to align our guidance accordingly.
RESILIENCE
We go to bat for you, bringing passion, flexibility, and diligence to the planning process.
PROSPERITY
We commit to your long-term financial wellbeing, holding both ourselves and you accountable to your goals.
FORWARD THINKING
We are creative, continually researching, learning, and evolving to help ensure you receive the most innovative and effective financial strategies.
FAMILY
We never forget what matters most, and we understand the importance of protecting and prioritizing those you love.
Community Outreach
Delivering measurable value in all areas of life
We strive to make a meaningful impact not only in our work with clients, but in the way we conduct our business and live our lives. We are very grateful for the community in which we live and work, and it’s important to us to give back with our time and resources. We’re honored to support the following organizations:
Feeding Our Heroes
At Feeding Our Heroes, we feel it is the responsibility of the community to collaboratively end food insecurity for New Jersey's veterans and to keep our first responders strong during times of crisis.
Best Buddies
Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD).
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
