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.
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."
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.
"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 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!"
"You have organized us financially, and in many other ways. Your dedication goes way beyond the usual financial and administrative affairs. You have arranged and managed end of life care for our most aged members, and patiently worked with family members in crisis. Your patience and perseverance are remarkable."
"I’m so glad to have JDJ watching my back!”
"Your services have made my life immeasurably easier and better. I want to express my gratitude for the excellence and breadth of your services, and the cheerful, professional, prompt, and secure manner in which each member of your team provides it. You exceed expectations every time."
"The service that you have provided has been exemplary."