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 have organized us financially, and in many other ways. Your dedication goes way beyond the usual financial and administrative affairs. You have arranged and managed end of life care for our most aged members, and patiently worked with family members in crisis. Your patience and perseverance are remarkable."
"It’s heartwarming to see how well you and your clients take care of their housekeeper. It’s been wonderful to be part of the process of selling a home on her behalf."
"Thank you all! I cannot say this enough….I am not sure what I would do without your incredible presence and help!"
You are extraordinary professionals who go above and beyond for the client.
"The service that you have provided has been exemplary."
"JDJ is the best in the HNW space."
"You guys have been wonderful and the transition was seamless. Thanks for all that you do!"
"I truly appreciate my relationship with your whole team. It’s a good feeling to pay a bill where you believe the services provided have been a bigger value than their cost. I honestly feel that way in your case."
"Thank you SO much for your attention to detail and explaining things so well.
You are certainly another jewel in JDJ's crown."