Jennifer has worked at some of the top Private Wealth Management institutions, including Goldman Sachs, JPMorgan, and Fidelity.


Now, through INVISIBLE WEALTH Consulting, she's supporting the next generation in navigating the rich complexities of wealth, because the new wealth paradigm extends far beyond money.

"Technological advancements and societal shifts are propelling us into a new paradigm, which is providing us with an incredibly unique opportunity to revisit what we value. And when we revisit value, we inherently revisit wealth, because we're wealthy when we have an abundance of what we 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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#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 some of the 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 left 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.  

Through Invisible Wealth Consulting, Jennifer is supporting the next generation in navigating the rich complexities of 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 Festival, 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

Jennifer Wines, Master of Ceremony for the Global Wealth Conference, in British Parliament's House of Commons

Monumental Gathering of Wealth at the Historic Guildhall & House of Commons Parliament: SWFI Global Wealth Conference 2023

Women & Worth Leading Voices: Invisible Wealth

Invisible Wealth is all around us but how do we attain wealth? And what do we mean by wealth?

Valor Econômico: Por que o conceito de riqueza esta se transformando?

Jennifer Wines, autora do recem-publicado livro "Invisible Wealth", explica que, antes, a palavra estava associada a bem-estar, e passou a ser relacionada a abundância de dinheiro. Hoje, segundo ela, ha cinco princípios para o termo

Invisible Wealth joins Women & Worth Book Club

The Women & Worth Book Club features Worth Books authors, leading voices and the recommendations of our speakers, experts, and Women & Worth members. Book Club authors are featured at events throughout the year including Leading Voices and our Annual Women’s Summit. Join our Women & Worth community to stay up on the latest events and programs.

Redefining Wealth with Jennifer Wines

Interview with Fyli, a community catalyst and mastermind program for female founders.

Roundtable: The Future of Wealth Management

We start our next round table on the Future of Wealth Management as a fundamental transformation has started. The engine is the set of disruptive technologies such as generative AI or tokenization combined with data science. The financial industry has the opportunity to meet the needs of its customers faster than ever before, in a fully personalized way.

What is Wealth? Shifting Values Change What it Means to Many

The meaning of words can change over time, and "wealth" is an example of one of those words. Traditionally, people have equated wealth with an abundance of money and material possessions. There are evolutionary reasons for this. However, the answer to the question "what is wealth" is undergoing a transformation in lockstep with technological innovations and societal shifts.

The Wealth Revolution: Discovering Invisible Assets in a Digital World

Jennifer's book challenges traditional notions of wealth and encourages us to view it from a broad perspective. She argues that true wealth is not just about monetary value, but rather a combination of invisible assets such as health, knowledge, time, and relationships that contribute to our overall well-being.

Jennifer Wines is Bringing Visibility to "INVISIBLE WEALTH"

Through a millennial lens, Wines takes a refreshed look at fundamentally familiar concepts: money, investment, health, knowledge, status, influence, time, energy, experiences, and relationships. She masterfully braids together practical and philosophical considerations for each, honoring the multi-dimensional nature of wealth.

Value Investing and Values-Based Investing Gain Momentum

The new paradigm of investing takes into consideration both sides of the proverbial coin: the quantitative and the qualitative. Investors are looking back at the historical returns and are also looking forward at the future implications of their investments, reviewing both the numbers and the narratives.

For Elite? Yes. Ostentatious? Yes. But Also Effective

Davos is the capital of Relationship Capital – which Ms. Wines defines as “an intangible, super asset that is the foundation for all progress.”

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