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Seven Oaks Capital

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Red Bank, NJ
Seven Oaks Capital

𝘉𝘶𝘪𝘭𝘥 𝘠𝘰𝘶𝘳 𝘉𝘦𝘴𝘵 𝘓𝘪𝘧𝘦. Planning | Investments | Insurance
Forbes Top 50 Featured

08/28/2026

There’s a lot to celebrate at Seven Oaks Capital lately! 🥂

From celebrating 15 years of Seven Oaks Capital to being recognized among the Top 50 Financial Security Professionals in New Jersey for the fourth year in a row, we’re taking a moment to celebrate the people who make it all possible — our team and our clients.

While the recognition is an incredible honor, what means the most to us is what it represents: the trust our clients place in us and the work we get to do every day to help protect and empower families.

$660M in cash value plans. 15 years of Seven Oaks Capital. One incredible team.

To our clients, our team, and everyone who has been part of the Seven Oaks journey — thank you. We’re proud of how far we’ve come and even more excited for what’s ahead.

Here’s to celebrating the milestones, the people behind them, and building futures that last.

08/21/2026

Feel Good Friday 🎓🐾

A great Friday to celebrate the Bryant University community!

Sagar recently had the opportunity to join fellow Bryant alumni at Beacon Hill Country Club for an inspiring conversation with Bryant leadership, including President Dr. Ross Gittell, about the university’s growth, vision, and path toward 2030.

It was exciting to hear firsthand about the incredible progress Bryant has made over the past 15 years and the opportunities ahead. Seven Oaks Capital is proud to support the Bryant community and looks forward to continuing to be part of its journey.

Go Bulldogs! 🐾

08/19/2026

The student loan landscape is changing—and staying informed can help you make smarter financial decisions.

Join Seven Oaks Capital and Juno for an educational webinar with Joe Price-Gault, Director of Student Loan Refinancing at Juno, covering:

• Latest federal repayment updates
• Refinancing opportunities & current rate trends
• Strategies for federal, private & mixed loans
• Common mistakes borrowers should avoid
• Live Q&A with student loan experts

📅 Wednesday, September 16, 2026
🕛 12:00 P.M. EST

🔗 Register through the link in our bio.

08/14/2026

Feel Good Friday ⛳️

Yesterday was a wonderful day at Cherry Valley Country Club, bringing together great company, meaningful conversations, and time to enjoy the summer together.

We were also grateful to hear from our Chief Investment Officer, Brent Schutte, who shared his perspective on today’s market environment and the themes shaping the investment landscape ahead.

We’re thankful for the clients who continue to make the Seven Oaks Capital community so special. Days like these are a reminder that wealth is about more than numbers—it’s about the experiences, relationships, and moments we share along the way.

Thank you to everyone who joined us. We loved having you with us! 🤍

08/12/2026

Recently, Sagar had the opportunity to share a story that means a lot to him — the journey from intern to business owner and the experiences that ultimately led to Seven Oaks Capital.

Speaking with a group of young and veteran advisors, he shared lessons learned along the way: shift your mindset, build systems that support you, set daily benchmarks, embrace the highs and lows, and most importantly, run your race at your own pace.

At Seven Oaks, we believe building your best life starts with being intentional about the things you can control.

Control your inputs. Honor your effort. Make every day count. 🌱

08/07/2026

✨ Feel Good Friday ✨

We’re celebrating a very special milestone at Seven Oaks Capital — Sagar and Shushma are engaged! 💍

Please join us in congratulating them on this exciting new chapter filled with love, happiness, and unforgettable memories. We couldn’t be happier for you both and wish you a lifetime of joy together. 🤍

Congratulations, Sagar & Shushma! 🥂

08/05/2026

💙 Thank You for Your Generosity! 🧸

A heartfelt thank you to everyone who donated to our Christmas in July Teddy Bear Drive! Thanks to your generosity, we were able to deliver a wonderful collection of stuffed animals to Hackensack Meridian Riverview Medical Center, helping bring comfort and smiles to others when they need It most.

We’re so grateful to our clients, friends, family, and community for supporting this initiative. Every donation made a difference, and we’re proud to give back together. 💙

07/29/2026

🧸🤍 A small bear. A big comfort.

This Christmas in July, Seven Oaks Capital is bringing a little extra comfort to Riverview Medical Center pediatric patients. 💙

We’re collecting new teddy bears and stuffed animals to help brighten a child’s hospital stay and remind them they’re cared for.

🧸 Want to help? Drop off a donation July 27–31 at Seven Oaks Capital.

Tag someone who would love to help spread a little comfort this summer. ✨

07/10/2026

TOP 50 IN THE STATE 🏆

For the fourth year in a row, Seven Oaks Capital has been named a Forbes Best-in-State Financial Security Professional in

This recognition is more than a title—it reflects the trust our clients place in us and the impact we strive to make every day. $660M in cash value plans helping protect and empower families.

To our amazing clients and dedicated team — THANK YOU! We’re humbled, proud, and ready for another year of growth, service, and building futures that last.

Address

10 Route 35, Suite 400
Red Bank, NJ
07701

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+17326963790

Website

https://www.northwesternmutual.com/financial/advisor/sagar-shah/

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