Broker Check

Wealth Advisory

Private Wealth Management

Registered Investment Advisor

MAKING THE DECISIONS YOUR DREAMS ARE BUILT ON

JDA & Associates is a private wealth management firm servicing a relatively small number of clients. Our firm has a minimum account size of 5 million dollars. This account size allows our team to provide truly customized solutions and to commit greater time and attention to each client.

We believe that our clients are best served when their "advisory team" (family members, attorneys, accountants, other advisors and JDA Associates), work together toward the same goals. JDA & Associates collaborates and coordinates with our client's advisory team so that cross-functional expertise can be shared to our client's advantage.

To achieve these goals, all JDA & Associates clients can expect the following services:

  • Financial, Wealth and Tax Planning
  • Wealth Transfer and Estate Planning
  • Fiduciary and Trustee Services
  • Philanthropic Services
  • Risk and Liability Management