Jennifer has worked at some of the top Private Wealth Management institutions, including Goldman Sachs, JPMorgan, and Fidelity.
Now, through INVISIBLE WEALTH Consulting, she's supporting the next generation in navigating the rich complexities of wealth, because the new wealth paradigm extends far beyond money.
"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. The question then becomes: what do you value and why?" — Jennifer Wines
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Jennifer was born in Mexico to an Irish mother and a Mexican father, and moved ten times by the age of twenty—all over North America. After law school, she started her career in private wealth management.
Jennifer has worked at some of the top private wealth management institutions, 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 working with ultra-high-net-worth (UHNW) individuals, and through thousands of client conversations, Jennifer noticed something: people are increasingly interested in wealth beyond the dollar.
Inspired by this shift, Jennifer left the wealth management advisor seat in 2022 to research the axioms of wealth through a future-forward lens. It was through this exploration that she wrote the book Invisible Wealth, which offers a timely, yet timeless, redefinition of wealth.
Through Invisible Wealth Consulting, Jennifer is supporting the next generation in navigating the rich complexities of wealth, because the new wealth paradigm extends far beyond money.
Jennifer is a frequent speaker on Invisible Wealth and her 5 Principle framework. She’s spoken at organizations such as The Financial Times Festival, JPMorgan Private Bank, Bernstein Private Wealth, YPO, and Microsoft. She's also been featured in, and written for, publications such as The New York Times, Forbes, INC., and Kiplinger Wealth.
She is US based, with international reach.
Rich Content
Wishing you wealth, always, all ways, in 2024.
INC. Magazine | So Long, Hustle Culture. Hello, Well-Being. How the Changing Landscape of Status Can Impact You, Your Business, and Your Customers
Invisible Wealth: Honoring the Value of Intangible Assets, Practically & Philosophically
Kiplinger | How Might the Great Wealth Transfer Change Society?
The Next Generation of Status Symbols are Untouchable, Literally
Redefining wealth means redefining wealth management. After all, wealth management is the management of wealth.
Universities are intellectual sandboxes where everyone is willing to share, play, and grow
A Conversation with Jennifer Wines, at Columbia University, in NYC
INC. Magazine | Build Relationship Capital To Help Build Your Business
Bringing Visibility to Invisible Wealth, with Suffolk University Donors, in Boston
Jennifer Wines, Opening Remarks for Opal's Endowments & Foundations Forum, in Boston
