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 think the world of your team. Thanks for taking such good care of us!"
"My colleague asked for recommendations of people we work with to make our high net worth clients' lives easier. We have really enjoyed partnering with your team, so JDJ came to mind immediately."
"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."
"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."
"JDJ is best in Boston, maybe the country, for high touch client experience."
"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!!!"
"JDJ has created a wonderful business supporting and helping families; they are a true leader in the family office space.
JDJ is a unique and superb resource for many families. I am a big fan."
"We couldn’t have asked for better turnaround and such a high quality output."
You guys are great partners.