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JDB Investment Consulting, LLC

JDB Investment Consulting, LLC is a non-registered boutique advisory
and family office consultancy based in 
Naples, Florida, 

serving select high-net-worth investors. 

 

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.