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.
"Life would be much more stressful and less rewarding without JDJ."
You have confirmed my sense that my wife will be in safe hands when the day-to-day business falls on her shoulders. You have made me feel more at ease because you are people of integrity who genuinely care.
"I’m so glad to have JDJ watching my back!”
"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."
"JDJ does a great job for us!"
"We acknowledge that we live very complicated lives, and our diverse family offers many challenges. You have risen to them all. You have never said “No” to us, to our requests and to our wishes. If there’s a problem, you figure out how to solve it, usually with imagination, creativity, and panache!"
"For my part, I found it wonderfully effortless dealing with JDJ, as usual."
"We have been pleased with the services that JDJ provides to make our lives easier."