Sagar N. Shah

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.

Aishwarya (Stewardship)

Aishwarya refers to the divine abundance and richness that comes
from spiritual fulfillment and material success. It embodies the idea that true wealth is not only financial but also includes wisdom, health, and spiritual blessings.

Virya (Resilience)

Virya represents physical, mental, and moral strength. It signifies
the courage to face challenges, pursue righteousness, and uphold moral duty. Virya is often associated with heroism and the inner strength required to overcome obstacles.

Yasha (Excellence)

Yasha signifies the honor that comes from living a virtuous
life and performing good deeds. Yasha is often seen as a result of one's actions and adherence to moral duty, leading to a respected and admirable reputation.

Sri (Prosperity)

Sri is also associated with the goddess Lakshmi, who embodies wealth and fortune. It represents not just material wealth but spiritual beauty and the grace that comes from living a righteous life.

Jnana (Forward-Thinking)

Jnana is considered a crucial attribute for spiritual growth. It
encompasses not only intellectual understanding but self-realization and awareness of the true nature of reality.

Vairagya (Discipline)

Vairagya refers to the ability to detach oneself from material desires and worldly attachments. It signifies the importance of disciplined spiritual and personal growth and cultivating inner peace, rather than being overly influenced by external circumstances or possessions.

Perfection

A culmination of the prior six attributes, this represents ultimate fulfillment. This is the type of bold power we hope to instill in our clients—a confident ability to direct your own future and abundantly bless your family for generations to come.