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

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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

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Discussing the future of wealth, in Davos during the World Economic Forum

Jennifer Wines featured in Forbes article "Davos Dispatch-Navigating The Criticisms and Opportunities at WEF 2024" by Rhett Power

Jennifer Wines from Invisible Wealth notes, "The relationship capital built during the week leads to big results."

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Wishing you wealth, always, all ways, in 2024.

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Culture is redefining status due to technological advancements and societal shifts, and as a consequence, redefining status symbols.

Redefining wealth means redefining wealth management. After all, wealth management is the management of wealth.

These days, people are embracing a holistic and multi-dimensional definition of wealth—one that includes money and other assets. We see this multi-dimensional definition of wealth mirrored back to us through the evolving wealth management industry, which is adopting a more holistic approach.

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