JDB Investment Consulting
Private Wealth.
Precisely Managed.
A non-registered boutique advisory and family office consultancy based in Naples, Florida
About
Personalized Wealth Management
Founded in 2023 by an experienced wealth advisor, JDB Investment Consulting delivers highly personalized, integrated wealth and investment management to address the complex financial and lifestyle needs of the multi-generational investors we serve.
By limiting our client base, we provide tailored solutions with the intimacy of a single-family office while leveraging shared industry resources.
Investment Partnerships
Strategic partnerships designed for sophisticated investors
Family Office Solutions
Comprehensive wealth management for multi-generational families
Boutique Advisory
Personalized guidance with a limited client base