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.
Read what clients and advisors have to say about working with JDJ.
"Your whole team is great and we appreciate all you do! Thank you for your partnership."
"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."
"THANK YOU for all your help in so many ways through all these years. We don’t know what we would have done without JDJ. You are always our “go to” advisor. We cannot tell you have many times we have marveled at our good fortune to be amongst your clients. We are very grateful to you in many ways. JDJ has consistently set a standard of excellence and compassion that we believe is unequaled in the northeast."
I truly appreciate my relationship with your whole team. It’s a good feeling to pay a bill where you believe the services provided have been a bigger value than their cost. I honestly feel that way in your case.
"As I reflect on all that JDJ does for me, it is so very useful and instrumental to me for keeping track of my financial life. The value of what you do is very high.
JDJ is series of experts on numerous topics, whose expertise I call on as needed. If I hired a high level personal assistant full time, I would not be so well served."
"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."
"I am delighted and impressed with the culture of dedicated, effective, and congenial client service that you have created at JDJ. We are very proud to be included amongst those lucky enough to be part of your family. JDJ has no peer!"
"My client asked for the names of the best outsourced family office services providers to help him manage all of his financial affairs. One firm came to mind: JDJ."
"For my part, I found it wonderfully effortless dealing with JDJ, as usual."