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 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 is best in Boston, maybe the country, for high touch client experience."
"We couldn’t have asked for better turnaround and such a high quality output."
"You have all changed my life for the better.
This is, by far, the most satisfying professional relationship I’ve ever had. I really, really, appreciate everything you do, and I’m so grateful you guys are part of my life."
"For my part, I found it wonderfully effortless dealing with JDJ, as usual."
"You guys have been wonderful and the transition was seamless. Thanks for all that you do!"
"Life would be much more stressful and less rewarding without JDJ."
"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."
"JDJ is absolutely the gold standard of family office services."