Sagar Dalal

Advanced Wealth Strategist, Managing Director

Sagar Dalal is a Managing Director and Advanced Wealth Strategist for the Bostwick Walters Wealth Partners at Rockefeller Capital Management.  Before joining Rockefeller, Sagar was the Managing Director, Advanced Wealth Planning for Spearhead Capital Advisors.

Sagar brings over 8 years of experience in advanced wealth planning for families and UHNW individuals. Prior to joining the Bostwick Walters Group, Sagar was the Senior Vice President and Associate General Counsel of Momentum Advanced Planning, advising families on planning/structuring to maximize their wealth and generational family transfers.

Sagar has been a frequent speaker throughout his career on the topic of wealth transfer issues concerning ultra-high net worth families.

Prior to joining Momentum Advanced Planning, he was President of Dalal Capital Advisors, an investment firm based in New York City.

Sagar earned his Bachelor of Arts degree in Psychology at the University of Michigan, and his Juris Doctorate Degree from the Brooklyn Law School. He is a member of the NY state bar. He also holds a variable insurance license as well as the Series 7 and 66 registrations.

Sagar is fluent in Gujarati and Spanish.