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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.

We take pride in our accessibility, independence, and flexibility. JDJ does not manage assets, sell products, or receive commissions. Rather, we are an independent advocate and objective resource for our clients.

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.

Award-Winning Service

JDJ is proud to be recognized as a leader in the family office industry.

Testimonials


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."

~ Client

Awards


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