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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#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.  

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. This book offers a timely—yet timeless—look at redefining wealth.  

Her innovative concept and framework have 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

“Big Questions: Impact Investing & Next Gen Wealth as Agents of Change”

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."

INC. Magazine | How to Build Financial Wealth in 2024

A step-by-step guide to setting and achieving your financial goals in the new year.

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

What you value most is your pathway to true wealth...

INC. Magazine | So Long, Hustle Culture. Hello, Well-Being. How the Changing Landscape of Status Can Impact You, Your Business, and Your Customers

Values, community, and well-being are the new makers and markers of status. Here's what your business should do about it.

Kiplinger | How Might the Great Wealth Transfer Change Society?

As $84 trillion in assets move from Baby Boomers to younger generations, we could see a greater emphasis on financial technology and investing based on values.

The Next Generation of Status Symbols are Untouchable, Literally

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.

Universities are intellectual sandboxes where everyone is willing to share, play, and grow

Last week, I ventured up to 118th street in NYC to “Bring Visibility to Invisible Wealth” at Columbia University. The room was filled with students from around the world; students who are focused on attaining the intangible assets of knowledge, experience, and relationships.

A Conversation with Jennifer Wines, at Columbia University, in NYC

Seminar for the School of International and Public Affairs, Masters Program

INC. Magazine | Build Relationship Capital To Help Build Your Business

Relationships move at the speed of trust, and relationship capital acts as the fuel while you're on the road to success. Vroom, vroom.

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

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

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