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.
Get to Know Us Better
Watch our video to learn how we help our clients, meet some of our team, and hear what sets JDJ apart.
Read what clients and advisors have to say about working with JDJ.
"Thank you all! I cannot say this enough….I am not sure what I would do without your incredible presence and help!"
"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."
"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!"
"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 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."
"Thank you SO MUCH for bringing this to my attention before it became a major fire drill.
I really appreciate how thorough you are. You have definitely helped us out of some tight situations in the past month or so!!!"
"THANK YOU for all your help in so many ways through all these years. We don’t know what we would have done without JDJ. You are always our “go to” advisor. We cannot tell you have many times we have marveled at our good fortune to be amongst your clients. We are very grateful to you in many ways. JDJ has consistently set a standard of excellence and compassion that we believe is unequaled in the northeast."
"I am very grateful for your help. JDJ makes my life run better!"
"JDJ does a great job for us!"