Jennifer Wines

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

Now, through INVISIBLE WEALTH® CONSULTING, she partners with individuals, families, and firms to usher in the next generation of wealth. Jennifer helps current and future wealth holders navigate the rich complexities of wealth and self.

"You're wealthy when you have an abundance of what you value.
The question then becomes: what do you value and why?" — Jennifer Wines

PRINCIPLE I

MONEY &
INVESTMENT

PRINCIPLE II

HEALTH&
Quality of life

PRINCIPLE III

Knowledge
Status&
Influence

PRINCIPLE IV

TimE
Energy&
Experiences

PRINCIPLE V

Relationship
with Self &
Others

Principles in action

Personal
Wealth
Algorithm

Define Your Wealth.
Define Your Life.

Launch

it's time to

Define Your Wealth

#1 Amazon Best Selling Author

Jennifer Wines has worked at leading private wealth management institutions including Goldman Sachs, JPMorgan, and Fidelity. She holds a Juris Doctor from Suffolk University Law School and a Certified Private Wealth Advisor® designation from Chicago Booth.

In 2022, Jennifer stepped away from the wealth management advisor seat to research the axioms of wealth through a future-forward lens. This exploration resulted in the #1 bestseller Invisible Wealth, which offers a timely yet timeless redefinition of wealth.

Now, through Invisible Wealth® Consulting, Jennifer partners with the individuals, families, and firms choosing to extend the wealth conversation beyond the dollar. Through values-first frameworks (including the 5 Principles of Invisible Wealth®, the Personal Wealth Algorithm™, and the Identity Helix™), she helps current and future wealth holders navigate the rich complexities of wealth and self.

Jennifer is also a frequent speaker on Invisible Wealth and its reflective frameworks.

She’s spoken at organizations such as The Financial Times, JPMorgan Private Bank, Bernstein Private Wealth, YPO, Family Office Alliance, Family Office Exchange, Microsoft, and the Greenwich Economic Forum in Davos. Her insights appear in leading publications, and she regularly shares her perspective through her Substack newsletter, reaching thousands of subscribers.

She is U.S. based, with international reach.