JDJ Resources was founded on a simple premise: as your net worth increases, so do your day-to-day financial and administrative responsibilities. And the more affluent you become, the more difficult and less efficient it is to handle all these details by yourself. Enter JDJ Resources. We offer exclusive and confidential services that alleviate the burden of your personal business tasks, freeing you to focus on those activities you value most.

Choose only the services you need.

All of our financial, administrative and concierge services are available á la carte. Many of our clients choose JDJ for one or two services, then entrust us with more responsibility as the relationship grows. The following is a list of the services we currently provide:

• Personal Accounting and Net Worth Reporting
• Investment Oversight and Administration
• Budgeting and Cash Flow Planning
• Bill Paying
• Trust and Estate Administration
• Tax Planning and Preparation Assistance
• Records Management and Organizational Strategies
• Household and Personal Property Management
• Concierge and Lifestyle Services
• Eldercare Services

A business built on trust.

At JDJ, all of our services are performed with professionalism, confidentiality, expertise and integrity. In fact, most of our clients come as referrals from current clients and their advisors who value our attentiveness and our discretion. And they grow into long-term clients spanning multiple generations.

Make the smart decision.

When you entrust JDJ with your personal financial and business matters, you spend less time on the day-to-day details, and more time on things that you value and enjoy. At JDJ, we call this increasing your Life Worth. One of our clients calls it “one of the best business decisions I’ve ever made.”