James Shagawat

CFP®, ChFC®, MBA

Windfall Wealth Advisors

Financial Advisor

James Shagawat

CFP®, ChFC®, MBA

Windfall Wealth Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - James Shagawat, CFP®, ChFC®, MBA

Fee-Only Financial Advisor Serving Clients Nationwide

James Shagawat is a Paramus, NJ fee-only financial planner. Windfall Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Shagawat is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

James Shagawat, MBA, CFP®, ChFC®, NAPFA - Registered Financial Adviser, is a Wealth Management professional.


Too frequently I’ve seen people make honest mistakes, get mistreated, and go through their sudden wealth before they realize it. I can’t stand by and watch this happen, and am determined to make sure it doesn’t happen to you.

I’m dedicated to making sure that when you have a windfall, it works for YOU. This isn’t just my job, it’s a personal mission. My defining goal is to help our clients live more enjoyable lives by taking control of their wealth with confidence.

I created Windfall Wealth™ Advisors and our exclusive Windfall Wealth™ Process to enable people to take the bold leap towards the life they’ve always dreamed of, safe in the knowledge that they have a capable and trustworthy advocate to guide them on their journey.

James Shagawat is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Welcome to Windfall Wealth Advisors

Your life just changed. You’ve suddenly come into money, but now have no idea what your next move should be. You don’t know how to manage such high figures – where do you even start? How do you protect yourself and ensure that your money lasts a lifetime, and even beyond?

When people suddenly find themselves in control of large sums of money, as exciting as this can seem, it can also be a scary and daunting prospect. It presents a unique range of issues, demanding decisions you’ve never had to make before and leaving you vulnerable to exploitation and a higher risk of financial failure.

Maybe you’ve come into wealth through an unexpected windfall, or perhaps you recently lost your spouse who always handled the finances. No matter the path that led you here, the concerns are the same. All too often we see people in your position making bad financial decisions. Fueled by emotion and lack of clarity, you watch your money slip through your fingers like sand.

It doesn’t have to be this way. That’s why Windfall Wealth™ was created, to help take the worry out of sudden wealth, and successfully guide you to a secure and confident future.

Didn’t win the lottery last week? Don’t worry, we can still help those who feel they are behind the curve, and help you work towards creating your own wealth with clarity and assertiveness.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact James Shagawat

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Office Locations:

  • 140 E Ridgewood Ave
    Suite 41
    Paramus, NJ 07652

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