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

3 top-of-mind lessons in the current market environment

July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Fraud

AI scams, deep fakes, impersonations … oh my!

July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Wealth Planning

Think before you move: How to think about redomiciling

July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
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