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

Family Legacy

How to pass down the family vacation home

June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Markets

Is deal activity on the rise? 3 signs we see now

June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Real Estate

Your guide to buying a home

June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
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