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."
"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!"
"I am delighted and impressed with the culture of dedicated, effective, and congenial client service that you have created at JDJ. We are very proud to be included amongst those lucky enough to be part of your family. JDJ has no peer!"
"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."
"In my difficult and complex situation, I learned a great deal from you and valued your insights. I found you to be honest and trustworthy. You answered my questions, understood my dilemmas, and provided the guidance I needed."
"We really wouldn’t be able to survive without the support of your wonderful team!"
"We couldn’t have asked for better turnaround and such a high quality output."
"You guys have been wonderful and the transition was seamless. Thanks for all that you do!"
"JDJ helps us manage many aspects of our lives. When the s@%t hits the fan (like pipes bursting) they swoop in and magically make problems disappear."