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."
"Life would be much more stressful and less rewarding without JDJ."
"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."
You are extraordinary professionals who go above and beyond for the client.
"You have confirmed my sense that my wife will be in safe hands when the day-to-day business falls on her shoulders.
You have made me feel more at ease because you are people of integrity who genuinely care."
"Thank you all! I cannot say this enough….I am not sure what I would do without your incredible presence and help!"
"We couldn’t have asked for better turnaround and such a high quality output."