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.
I trust and value your organization and your team is very talented. The JDJ team shines on handling special, complex projects.
"Thank you all! I cannot say this enough….I am not sure what I would do without your incredible presence and help!"
"My colleague inquired about top-tier firms that could be a resource to his firm’s growing client base and their increasingly complex needs.
Knowing JDJ as I do, there was only one recommendation to make."
"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!!"
"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."
"JDJ is absolutely the gold standard of family office services."
It has been awesome to work with JDJ over the years, and I look forward to many years together of shared clients.
In my role, I always feel secure knowing you are involved to ensure everything is done perfectly.
"I’m so glad to have JDJ watching my back!”
"We have been pleased with the services that JDJ provides to make our lives easier."