About Us

About Us

 

For more information, please contact us at 510.406.7178 or info@wealthlegacygroup.net

 

We look forward to hearing from you.

At the Wealth Legacy Group we have the knowledge, experience and resources to help you lead a rich life.

Our goal is to assist you in finding purpose, feeling engaged, and being fulfilled.  Fusing the worlds of consulting, coaching, and wealth psychology, we provide the tools and skills necessary to help our clients achieve the results they want.  Following a comprehensive initial assessment and interview process, we provide an outline of our recommendations for individuals, families and strategic business partners.

Jamie Traeger-Muney, Founder and Director

jamie@wealthlegacygroup.net

Jamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group, specializes in wealth psychology and family systems. Her area of expertise is the emotional impact of wealth on individuals, couples, and families. Jamie earned her undergraduate degree from the University of Michigan and her doctorate in clinical psychology from the California School of Professional Psychology.

For over 15 years, Jamie has worked in depth with individuals, couples, and families. Through her extensive use of genograms, a tool which enables her to map family relationships, repetitive patterns of behavior, and emotional factors, Jamie has become an expert in understanding the complicated ways in which families operate. As an innovator in the burgeoning field of wealth psychology Jamie compassionately facilitates the exploration of complex family “truths” (messages that get handed down through generations) and taboo issues related to money and wealth. She also trains and supervises other professionals in working with affluent clients.

Jamie has the distinction of being the first psychologist in the country ever to be hired as an employee of a bank, to work with their clients.  She worked as a Family Wealth Consultant for Wells Fargo’s Family Wealth Group, a multi-family office platform serving families with $50 million and above in investable assets. While at Wells Fargo, Jamie developed a program entitled “Wealth, Worth and Fulfillment” which provided the qualitative foundation needed to sustainably support quantitative planning.  Through this program, Jamie supported multi-generational families in concretizing their values, developing a vision for their future and then leveraging their wealth towards the fulfillment of these goals.

Jamie has been married for almost 20 years and has two children. She believes strongly in a need to give back to her community, offering pro bono expertise to nonprofit agencies and serving on several community boards. Her personal experience as a member of a family business and a family foundation, combined with her theoretical and practical expertise in wealth psychology, has given Jamie a unique sensitivity to issues surrounding the intergenerational family dynamics of affluence.

Emily Bouchard, MSSW

emily@wealthlegacygroup.net

Emily Bouchard is a specialist in building strong, lasting relationships that allow people to thrive in their lives.  For over 20 years Emily has worked with children, individuals, couples and blended families building skills to overcome significant challenges.  In 2003, she founded Blended-Families, LLC, where expert coaches make a positive difference in the lives of stepfamilies. A leading expert in the field, Emily has been featured on numerous TV and Radio shows including The Today Show and NPR, and has been quoted in print around the world, in publications such as Newsweek and The New York Times.

Emily is also proficient in understanding the impact of wealth on women and their intimate relationships. Her approach to coaching brings people to an understanding of internal barriers that keep them from feeling fulfilled in their lives.  She has the unique ability to swiftly and gently address the heart of the matter.  As a Money Coach, Emily uses a step-by-step core process to build awareness for clients about their beliefs and conditioned tendencies related to money and wealth.  Through this process, clients break free of life-long patterns and develop the skills they need to be fully conscious and empowered around money.

As the managing partner of Wealth Legacy Group, Emily is committed to assisting women, couples and blended families in truly flourishing in their lives.

Emily earned a B.A. with honors in the Psychological and Sociological Development of the Child from the University of Pennsylvania, and a Masters Degree in Social Work from the University of Texas at Arlington. She has authored several ebooks, speaks internationally, and facilitates groups for women of wealth, and for advisors who are committed to being true fiduciaries.

 


510.406.7178