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.
"JDJ is best in Boston, maybe the country, for high touch client experience."
"You have all changed my life for the better.
This is, by far, the most satisfying professional relationship I’ve ever had. I really, really, appreciate everything you do, and I’m so grateful you guys are part of my life."
Everyone on your team really stepped up to support our family through constantly evolving demands. This year was filled with many amazing personal and family experiences and memories that you helped make possible.
Thank you each for your personal care, professionalism and overall partnership.
"JDJ is the best in the HNW space."
"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!!!"
"Life would be much more stressful and less rewarding without JDJ."
"I think the world of your team. Thanks for taking such good care of us!"
"We couldn’t have asked for better turnaround and such a high quality output."
"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."