Jennifer has worked at some of the top Private Wealth Management institutions in the world, including Goldman Sachs, JPMorgan, and Fidelity. Now, through her new work, INVISIBLE WEALTH, she is redefining wealth for the new paradigm.

Jennifer founded Invisible Wealth Consulting, which partners with individuals and institutions to usher in the next generation of wealth.

"Technological advancements and societal shifts are propelling us into a new paradigm, which is providing us with an incredibly unique opportunity to revisit what we value. And when we revisit value, we inherently revisit wealth, because we're wealthy when we have an abundance of what we value." - Jennifer Wines

PRINCIPLE I

MONEY &
INVESTMENT

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PRINCIPLE II

HEALTH&
Quality of life

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PRINCIPLE III

Knowledge
Status&
Influence

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PRINCIPLE IV

TimE
Energy&
Experiences

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PRINCIPLE V

Relationships
with Self &
Others

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Principles in action

Personal
Wealth
Algorithm

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#1 Amazon Best Selling Author

Born in Mexico, to an Irish mother and a Mexican father, Jennifer moved ten times by the age of twenty—all over North America. After law school, she embarked on a career in private wealth management that immersed her into the world of immense wealth.

Jennifer has worked at some of the top private wealth management institutions in the world, including Goldman Sachs, JPMorgan, and Fidelity. She holds a Juris Doctor from Suffolk University Law School in Boston, and a Certified Private Wealth Advisor designation from Booth Business School in Chicago.  While at Fidelity, Jennifer developed a proof of concept and a prototype for an enterprise solution, which was advanced into incubation.

With over a decade of experience in wealth management, and through thousands of client conversations, Jennifer noticed that mindsets were shifting—that people were becoming increasingly interested in thinking about wealth in a holistic way, in a multi-dimensional way. Inspired by this shift, Jennifer left the advisor seat to explore the true meaning of wealth. And it was through this inspiration and exploration that she wrote Invisible Wealth. Her book offers a timely—yet timeless—look at redefining wealth.  

Jennifer's innovative concept and 5 Principle framework has been featured in leading publications and organizations, including The Financial Times, The New York Times, Forbes, INC., JPMorgan Private Bank, YPO, Tiger21, and Microsoft.

Now, through Invisible Wealth Consulting, Jennifer partners with individuals and institutions to usher in the next generation of wealth.

“Vision is the art of seeing what is invisible to others.” – Jonathan Swift

THE LATEST

Rich Content

CFA Society Podcast | Wealth Refocused with Jennifer Wines

The future of wealth, and the future of wealth management

Kiplinger | Wealth is More Than Just Your Money: How to Manage it All

In addition to handling your financial wealth, consider ways to manage your non-financial assets: health, knowledge, time and relationships.

Newsletter Launch: "Invisible Wealth with Jennifer Wines"

From the Castle to the Forest: The Journey to Invisible Wealth

Medium | Wealth Management Extends Beyond the Management of Money

5 ways to optimize returns across all assets—all facets—of your life

Jennifer Wines shares all things Invisible Wealth with Tiger21 in NYC

Consciously designing your life is the pathway to true wealth.

INC. Magazine | 5 Ways to Become Wealthier

How to manage your assets for optimal returns.

In Conversation | Jennifer Wines x Authors @ Drucker (Global Family Business Institute)

Authors @ Drucker is Sponsored by the James E. Hughes, Jr. Foundation

Jennifer Wines to join Authors @ Drucker to talk "Invisible Wealth"

The Global Family Business Institute, Drucker School of Management

Jennifer Wines, Speaking at the 2024 FOX Family Office & Wealth Advisor Forum, in Chicago

Session Title: The 5 Principles of Invisible Wealth: A Framework for Redefining Wealth

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Author

Redefining Wealth
New Wealth Paradigm
Next Gen
Value and Values
Relationship Capital
Self-Actualization

Speaker

Redefining Wealth
New Wealth Paradigm
Next Gen
Value and Values
Relationship Capital
Self-Actualization

Consultant

Redefining Wealth 
Legacy
Personal Wealth Algorithm
Next Gen
Family  
Partnerships
Future of Wealth Management
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