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

Read More
PRINCIPLE II

HEALTH&
Quality of life

Read More
PRINCIPLE III

Knowledge
Status&
Influence

Read More
PRINCIPLE IV

TimE
Energy&
Experiences

Read More
PRINCIPLE V

Relationships
with Self &
Others

Read More
Principles in action

Personal
Wealth
Algorithm

Define Your Wealth—so that it fits snuggly with your values and goals.

Join Waitlist
it's time to

Define Your Wealth

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.

#1 Amazon Best Selling Author

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 | Open-Ended Questions Can Be a Key Ingredient for Business Success

Unlocking connection and conversation with others, over dinner.

INC. Magazine | What Is Your Time Worth? The How and Why of Calculating the Monetary Value of Your Time

Figuring out what your time is worth is a necessary step in terminating how you plan to spend the year ahead.

“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.

SERVICES

Schedule a 1x1

Author

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

Subscribe & Follow