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."
"You guys have been wonderful and the transition was seamless. Thanks for all that you do!"
"Your whole team is great and we appreciate all you do! Thank you for your partnership."
I truly appreciate my relationship with your whole team. It’s a good feeling to pay a bill where you believe the services provided have been a bigger value than their cost. I honestly feel that way in your case.
"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!"
"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."
"Life would be much more stressful and less rewarding without JDJ."
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!
"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."