James (Jim) Shagawat (CFP®, ChFC®, MBA)

James (Jim) Shagawat focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Professional Athletes or Entertainers
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Special Needs Planning

Planning Specialties

I believe that financial success stems from feeling empowered to manage your wealth, free from stress and worry. I'm passionate about advocating for the needs of my clients, providing a solid base of financial confidence to ensure you don’t fall into any of the common pitfalls that can surround sudden wealth.

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.

Awards and Honors

Five Star Wealth Manager Award for 2011, 2012, 2013, 2014, 2015, 2016, and 2017

Recognized as a top Bergen County, NJ Financial Advisor for 2015

American College Alumnus of the Month, June 2014

Additional Information

I live in northern New Jersey with my wonderful wife, Eve, and our two teenage children, Roger and Rosemary. The youngest of six siblings, I am very close to my extended family and enjoy spending time with them as often as possible. When I manage to steal a quiet moment to myself, I love listening to music and playing my saxophone.

I am available evenings and Saturdays.

NAPFA Start Date

November 18, 2003

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This Office

140 E Ridgewood Ave Ste 415 Paramus, NJ 07652-3915 Phone: (800) 994-2167