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.
"For my part, I found it wonderfully effortless dealing with JDJ, as usual."
"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."
"JDJ does a great job for us!"
It is always a pleasure to receive a message from your team, since I know there is help, a way out, a resolution, elimination of a problem!
"JDJ is absolutely the gold standard of family office services."
"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."
"The service that you have provided has been exemplary."
"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."