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.
"You guys are so awesome. Thank you so incredibly much!"
We share many complex relationships with JDJ and have seen the tremendous value they can bring to ultra-high net worth families.
No other firm that I am aware of is capable of managing the complex array of administrative functions with the attention to detail and follow through that JDJ does.
"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!!"
"We have been pleased with the services that JDJ provides to make our lives easier."
"We couldn’t have asked for better turnaround and such a high quality output."
"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."
"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."
"Your whole team is great and we appreciate all you do! Thank you for your partnership."