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

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Investing

Where to invest cash to boost its yield

May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
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