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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Principles in action

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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

INC. Magazine | 4 Ways to Engage Millennials and Gen-Z

Stepping into the mindset of the next generation

Jennifer Wines Delivers Keynote Talk at Bernstein's Summit in Miami

The how and why of living in alignment with your values

CFA Society Podcast | Wealth Refocused with Jennifer Wines

The future of wealth, and the future of wealth management

Kiplinger | Wealth is More Than Just Your Money: How to Manage it All

In addition to handling your financial wealth, consider ways to manage your non-financial assets: health, knowledge, time and relationships.

Medium | Wealth Management Extends Beyond the Management of Money

5 ways to optimize returns across all assets—all facets—of your life

Jennifer Wines shares all things Invisible Wealth with Tiger21 in NYC

Consciously designing your life is the pathway to true wealth.

INC. Magazine | 5 Ways to Become Wealthier

How to manage your assets for optimal returns.

In Conversation | Jennifer Wines x Authors @ Drucker (Global Family Business Institute)

Authors @ Drucker is Sponsored by the James E. Hughes, Jr. Foundation

Jennifer Wines to join Authors @ Drucker to talk "Invisible Wealth"

The Global Family Business Institute, Drucker School of Management

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Redefining Wealth
New Wealth Paradigm
Next Gen
Personal Values
Wealth Goals
Self-sovereignty

Speaker

Redefining Wealth
Wealth Beyond the Dollar
Next Gen
Personal Values
Define Your Wealth
Living a Rich Life

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