Welcome to a life less complicated.
Since its founding in 2001, JDJ has simplified the lives of our clients by managing their personal financial and administrative matters. All of JDJ's services are available à la carte and are customized to meet the needs of each client relationship. Our services are performed with professionalism, expertise, and integrity by a dedicated client team with an understanding of each client's unique financial needs.
Central to our success is our innovative approach, which incorporates wealth preservation and creation, generational planning, asset protection, tax and advisory, and lifestyle services into a unified long-term strategy. We utilize a holistic approach in which we apply an inclusive, hands-on and customized methodology to our client relationships. We are the advisor charged with aggregating information from all other advisors, building collaboration between advisors, and maintaining a complete picture of a client's financial well-being.
Get to Know Us Better
Watch our video to learn how we help our clients, meet some of our team, and hear what sets JDJ apart.
Watch the video to hear Elana Vasi-Smith explain how JDJ helps assess and mitigate risk for our clients.
Read what clients and advisors have to say about working with JDJ.
"Much of our family's success over the last 20 years would not have been possible without the outstanding support of the JDJ team. They are smart, hard-working, efficient, and honest."
"We couldn’t have asked for better turnaround and such a high quality output."
"My colleague asked for recommendations of people we work with to make our high net worth clients' lives easier. We have really enjoyed partnering with your team, so JDJ came to mind immediately."
You are extraordinary professionals who go above and beyond for the client.
"It’s heartwarming to see how well you and your clients take care of their housekeeper. It’s been wonderful to be part of the process of selling a home on her behalf."
"This report is phenomenal!! Thank you! We’re so fortunate to have you on our case and looking out for us."