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.
"We really wouldn’t be able to survive without the support of your wonderful team!"
"Your whole team is great and we appreciate all you do! Thank you for your partnership."
"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."
"The service that you have provided has been exemplary."
"JDJ is absolutely the gold standard of family office services."
"The time has flown by and you guys have been wonderful. Seems hard to believe that it’s only been one year. You’re like family now!!"
"Life would be much more stressful and less rewarding without JDJ."
Thank you for all your careful and dedicated work on our behalf. Life would not be the same pleasant ride without you there beside us. You make it very easy.
"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."