About Us

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, Ph.D.
jamie@wealthlegacygroup.net

Jamie Traeger-Muney, Founding Principal of WLG, specializes in wealth psychology and Bowenian family systems. Her area of expertise is the emotional impact of wealth on individuals, families and foundations.  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 a decade, Jamie has worked in depth with individuals, couples, and multiply stressed families.   Through her extensive use of genograms, mapping family relationships, repetitive patterns of behavior, and emotional factors, she has become an expert in understanding the complicated ways in which families operate.  As an innovator in the burgeoning field of wealth psychology Jamie uses genograms to compassionately facilitate the exploration of complex family “truths” (messages that get handed down through generations) and taboo issues related to money.  Jamie also trains and supervises other professionals in effectively using this powerful and complex tool. 

Jamie has been married for 13 years and has two young 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 sensitivity to issues surrounding the intergenerational family dynamics of affluence. 

Rebecca Trobe, M.A.
rebecca@wealthlegacygroup.net

Rebecca Trobe, Managing Principal of WLG and executive coach, has worked on the cutting-edge of high performance leadership and team training, for over a decade.  She brings a breadth of experience to the Wealth Legacy Group in family business coaching and has expertise in succession planning, and the development and implementation of vision and strategy. Rebecca also specializes in conflict resolution, communication, and perception management.  She is currently completing her doctorate in Clinical Psychology at the Wright Institute and received her undergraduate degree from Sarah Lawrence College.  In addition, Rebecca has completed Master's level work in conflict resolution in organizational settings and has recently completed a yearlong intensive training in team management and effective leadership.

Rebecca is committed to the accelerated performance of individuals, families, and teams in their pursuit of success.  Her coaching has been embraced by senior-level executives in several industries, and her corporate clients include Revlon, Johnson & Johnson, Abbott Laboratories, JP Morgan/Chase, and Bloomberg, among others.  Rebecca is uniquely qualified to assist clients with developing the skills and mindset necessary to successfully negotiate the labyrinth of issues related to wealth. The combination of her coaching skills, therapeutic knowledge and personal experience as a member of a blended family helps her achieve maximum clarity and deliver results for clients.