Jennifer has worked at top private wealth management institutions, including Goldman Sachs, JPMorgan, and Fidelity.

Now, through INVISIBLE WEALTH Consulting, she partners with individuals and institutions to usher in the next generation of wealth. Jennifer supports current and future wealth holders in navigating the rich complexities of self and wealth—because the new wealth paradigm extends far beyond money.

"You're wealthy when you have an abudance of what you value.
The question then becomes: what do you value and why?" —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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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 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 stepped away from 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.  

Now, through Invisible Wealth Consulting, Jennifer partners with individuals and institutions to usher in the next generation of wealth.  She supports current and future wealth holders in navigating the rich complexities of self and 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, 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.

THE LATEST

Rich Content

Substack: Investing in Relationships to Live a Truly Wealthy Life

Invisible Wealth | Principle 5: Relationship with Self & Others

Jennifer Wines, Speaker at Women Inspiring Network @ Davos 2025

The Great Financial Shift: A Dialogue on Wealth, Diversity, and Leadership

Jennifer Wines, Speaker, Greenwich Economic Forum

In Davos, Switzerland during the World Economic Forum

Substack: Taking the Time to Talk About Time: A Worthwhile Investment

Invisible Wealth | Principle 4: Time, Energy, & Experiences

Substack: How to Live in Alignment with Your Values

Get Aligned, to Feel Alive—And Live Longer :)

Substack: How Do You Feel About Status and Influence?

Invisible Wealth | Principle 3: Knowledge, Status, & Influence

Maison Benjamin (Luxury Travel & Lifestyle Management) Features Jennifer Wines

The Next Generation of Wealth is Well-Being By Jennifer Wines

Substack: Spending Money in Alignment with Your Values

5 Questions for Understanding the Why's Behind Your Buys

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Redefining Wealth
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Redefining Wealth
Wealth Beyond the Dollar
Next Gen
Personal Values
Define Your Wealth
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