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.  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

The Wealth Revolution: Discovering Invisible Assets in a Digital World

Jennifer's book challenges traditional notions of wealth and encourages us to view it from a broad perspective. She argues that true wealth is not just about monetary value, but rather a combination of invisible assets such as health, knowledge, time, and relationships that contribute to our overall well-being.

Jennifer Wines is Bringing Visibility to "INVISIBLE WEALTH"

Through a millennial lens, Wines takes a refreshed look at fundamentally familiar concepts: money, investment, health, knowledge, status, influence, time, energy, experiences, and relationships. She masterfully braids together practical and philosophical considerations for each, honoring the multi-dimensional nature of wealth.

Value Investing and Values-Based Investing Gain Momentum

The new paradigm of investing takes into consideration both sides of the proverbial coin: the quantitative and the qualitative. Investors are looking back at the historical returns and are also looking forward at the future implications of their investments, reviewing both the numbers and the narratives.

For Elite? Yes. Ostentatious? Yes. But Also Effective

Davos is the capital of Relationship Capital – which Ms. Wines defines as “an intangible, super asset that is the foundation for all progress.”

Durchschnittsalter 35 Jahre. Das sind die neuen engagierten Investorinnen und Investoren

Jennifer Wines is on the "Top 100 Women of the Future" list and worked at Goldman Sachs. In the cash interview at the WEF, she explains the paradigm shift in investing and what wealth means today.

ChatGPT, Nadella's WEF Speech and the Future of Wealth

Davos 2023, Nadella's WSJ Speech, ChatGPT, and the Future of Wealth

FORTUNE MPW Next Gen 2022

The FORTUNE Most Powerful Women Next Gen Summit brings together preeminent rising women in business along with select leaders in government, philanthropy, education, sports and the arts.

Women, decentralization and the world’s economic drive: Experts answer

Here’s what crypto and blockchain industry experts think about the role of women in the fintech space and global economic development.

Developing Relationships In The Digital World

Embrace purposeful and personal interactions coupled with empathy and levity to further develop relationships.

Having the college money talk

Regardless of the level of wealth a family may have, financial literacy and family conversations are invaluable assets.

We the Planet - Earth Day Summit 2021

Founders Kunal Sood and Laura Muranaka created the organization, platform, and global campaign for intergenerational impact to go far beyond ‘We the People’ to unite elders and youth as We The Planet.

6 Questions for Jennifer Wines of Fidelity Private Wealth Management

“Decentralization, to me, means the distribution of power. [...] This ends up activating more people and potential than is possible with centralization.”

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Redefining Wealth
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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 
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Next Gen
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