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."
"Thank you for all your careful and dedicated work on our behalf.
Life would not be the same pleasant ride without you there beside us.
You make it very easy."
"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."
"We couldn’t have asked for better turnaround and such a high quality output."
"JDJ helps us manage many aspects of our lives. When the s@%t hits the fan (like pipes bursting) they swoop in and magically make problems disappear."
"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."
"Your team makes my life so easy. Thank you for keeping a close eye on my finances and bringing issues to my attention in such a proactive way."
"JDJ does a great job for us!"
"In my difficult and complex situation, I learned a great deal from you and valued your insights. I found you to be honest and trustworthy. You answered my questions, understood my dilemmas, and provided the guidance I needed."