JEDI MANAGEMENT, INC. (“JEDI”) is a Registered Investment Advisor and Wealth Management Firm that undertakes engagements in the areas of personal financial, estate and business planning. JEDI’s clients consist of individuals, families, businesses, plan sponsors of qualified retirement plans as well as other entities. All efforts on behalf of clients involve the design and/or assistance in implementing a strategic plan in one or more areas of need. JEDI is a boutique firm in business since 1987 whose mission is to provide objective, independent and highly personalized advice.
For individuals and families JEDI’s services typically encompass all aspects of personal financial planning and wealth management, such as estate and retirement planning, investment management/advisory, educational funding, risk planning with respect to various forms of insurance (as applicable), special needs planning and funding, etc.
For businesses JEDI’s services often include consulting and investment advisory/management for employer sponsored qualified retirement plans, both defined contribution (e.g. 401ks) and defined benefit plans. JEDI also provides strategic planning and other consulting services to businesses and their owners tailored to the unique aspects and needs of a given business.
JEDI emphasizes the planning process, outside-the-box solutions, incorporating other professionals to best meet client needs and serving in a fiduciary capacity at all times on behalf of its clients.
JEDI is a member of The New Jersey Business & Industry Association as well as The Fort Lee Regional Chamber of Commerce. JEDI’s office is located in Fort Lee, New Jersey, just outside of New York City. Additional information about JEDI is available on its website at www.jedimgt.com.