About Sophie Barnett

Seasoned planning approaches focused on unlocking your wealth potential

I leverage my deep knowledge of the investment landscape to offer tailored, holistic wealth planning for a range of high-net-worth clients.

Whether an individual's goal is to generate income, expand their business, plan for future milestones or create a legacy, I customize individualized strategies reflecting these important aspirations, partnering with them to build a strong foundation for the future.

I couple my wide-ranging financial services background with my Accredited Investment Fiduciary® designation and Wealth Management Certified Professional® designation to offer approaches that are grounded in rigorous planning. I am passionate about the importance of financial literacy, empowering clients through education while equipping them to make informed decisions and seize opportunities in an ever-changing economic terrain.

I harness the power and platforms of J.P. Morgan, scaling them down to a boutique level so I can address clients' personalized needs. I am proud to partner with them along their wealth journey as they reach toward their vision for the future.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Markets

Private credit: Promising or problematic?

July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Family Legacy

The 5 stages of managing a new inheritance

July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
Personalized guidance begins with a conversation.
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