What are you looking for?
David James Wealth was founded in July 2016. We believed there was room for something different. A privately owned financial planning business, built around people, relationships and long-term advice.
As our clients’ lives became more successful, they also became more international.
Families moved country. Careers expanded into new markets. Businesses were sold. Children studied abroad. Wealth was held in different jurisdictions. Tax obligations became more complex. And many clients increasingly found themselves with one foot inside the UK and one foot somewhere else.
That created a different advice challenge.
Because great financial planning in one country can often come undone in another.
Investments, pensions, trusts, tax wrappers and estate planning structures can all work perfectly well in the country they were designed for, but become inefficient, inappropriate or misunderstood when life becomes more global.
That is why David James Wealth USA was established.
To support existing DJW clients, and new families like them, whose wealth, residency, family and financial lives extend beyond one country.
We understand the realities of international life. Multiple tax authorities. Different reporting requirements. Cross-border investments. International estate planning. Currency decisions. Changing residency. And the need for advice that works not just in one place, but across the countries that matter to you.
The advice industry has not always been well built for this.
Some firms are excellent at UK advice. Others are excellent at US advice. Some wealth managers have strong investment propositions for internationally connected clients. But very few businesses can bring independent financial planning, cross-border technical understanding and access to multiple investment solutions together under one roof.
That is where we believe DJW USA is different.
Read on to see how you can profit from FINANCIAL PLANNING WITH PURPOSE.
We are independent financial advisers.
That matters.
It means we are not tied to one investment house, one platform, one model portfolio or one way of doing things. We can advise across the full spectrum of UK and US planning options, and we can work with a range of specialist wealth managers, custodians and investment providers where that is the right answer for the client.
We are also privately owned.
That means we can build the business around long-term client relationships rather than short-term targets. International advice often plays out over many years, across moves, careers, business exits and family decisions, so continuity really matters.
More clients are internationally mobile. More families have assets in multiple countries. More people are moving between the UK, US and Europe. And the need for joined-up advice has never been greater.
Our greatest strength remains our team and our clients. And so that remains our relentless focus.
Day in, and day out.
Financial planning is too important to be looked at through the lens of one country alone.
Your financial future deserves advice that understands the full picture. That means experienced SEC, FCA and EU licensed financial planners, investment professionals, technical experts and external tax and legal advisers working together to ensure advice is coordinated properly across the UK, US and internationally.
At DJW USA, our clients benefit from the strength of a specialist team, not just the availability of an individual adviser.
This provides broader expertise, greater continuity and the confidence that comes from knowing your relationship is supported by people who understand the complexity of international wealth.
Because when life is complicated, when rules overlap and when the right answer in one country may not be the right answer in another, advice needs to bring clarity, coordination and reassurance when it matters most.
We believe the future of financial planning lies in combining independence, expertise, teamwork and long-term thinking.
It means understanding that advice in one country cannot be given in isolation.
It means working closely with tax and legal advisers.
It means having more than one way to manage money.
It means building lasting relationships with globally connected clients and families.
And it means putting our clients at the centre of every decision we make.
That is why DJW USA exists.
Every journey begins with the first step. It’s only human to put things off that don’t seem urgent, but the decisions you make today will influence your life for decades to come.
