

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




























it's time to
Define Your Wealth




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.
















Rich Content

Substack: The Next Generation of Estate Planning

Jennifer Wines, Speaking at the upcoming Financial Times "Guiding Generations: The Future of Estate Planning" Summit in NYC on 10/23

Join Us For the Financial Times Global Wealth Management Summit in London in November!

Substack: The Next Generation of Wealth Management

Substack: Who Are You?

Jennifer Wines Speaking at Opal's Upcoming Family Office & Private Wealth Legacy Summit in the Hamptons

From Wall Street to Inner Wealth: Jennifer Wines on Rethinking Riches

Jennifer Wines, Speaker at Upcoming Financial Times Global Wealth Management Summit in London

Newsletter #1: "From the Castle to the Forest"

Jennifer Wines, Speaker, Greenwich Economic Forum





