Continuing Legacies and Safeguarding for Future Generations

CAPITAL PRESERVATION

Protecting clients’ wealth by adhering to a rigorous investment approach that prioritizes safeguarding assets.

RISK MANAGEMENT

Identifying, assessing, and mitigating potential risks that could negatively impact client or family objectives.

ASSET APPRECIATION

Investing in well-vetted assets to not only safeguard financial resources but also position our clients for long-term wealth accumulation.

JD Group provides personalized financial planning and investment services to high-net-worth individuals and families. 

 

Check the background of this firm on FINRA’s BrokerCheck

The primary goal of the JD Group is to help individuals and families preserve and grow their wealth over the long term, while also addressing their unique financial, estate planning, tax, and philanthropic needs. Our Family Office offers a range of services, including investment management, financial planning, risk management, trust and estate planning, and charitable giving strategies.

“Perfection is not attainable, but when we chase perfection, we can catch excellence.”

— Vince Lombardi

Get In Touch

We would love to hear from you!

13 + 2 =

2 Campus Blvd
Newtown Square
PA 19073

Securities offered through Four Points Capital Partners LLC (Member FINRA/SIPC).  Four Points and JD Group are not affiliated.

Copyright © 2024 JD Group Holdings LLC.