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, Founder and Director

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. 

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 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 thousands 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 individuals and their intimate relationships. For the last four years, Emily has been a lead coach for The Williams Group, facilitating communication and trust with ultra-wealthy families worth $25 million or more. 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.

Emily is committed to assisting people in utilizing their wealth in a way that increases their capacity to move in the world, as well as move the world, in powerful, positive ways. In this way, people with significant wealth who desire to be agents of change can do so with ease and grace.

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. Along with her coaching practice, she has authored several ebooks and facilitates workshops for individuals, couples and families.

Joel Kimmel

joel@wealthlegacygroup.net

Joel Kimmel has focused his career on building trust in families, teams and organizations by grounding them on the principles of efficient, powerful, and effective communication technology. His coaching has encompassed a board spectrum of life, from corporate executives to outreach programs for inner city youth. His promise to his clients is that they will experience the benefit of individual creativity, an intimate sense of community, and a personal commitment to building trusting, honest and authentic relationships in their lives and family. He continues his inquiry into "the power of language and speaking” and the role they play in our personal and professional life.

He has coached children and teens to trust themselves both as individuals and teammates. Once they develop their skills of trusting themselves to communicate with others effectively, their relationships with their friends and family become even more rewarding. As part of the family, they begin to see their role from a bigger perspective and realize the contribution they have to make to the quality of all their lives. When families take the opportunity to expand their strengths to communicate openly and authentically with each other, there is a shift in their ability to work together to craft a lasting future for the family. All of this is accomplished through discovering the fundamentals of the interactive process. These quickly learned practices have an immediate and positive impact on the collaboration and alignment of the family.

His organizational consulting has included start-ups and long-term management of viable, successful small businesses, franchises, and international organizations. One of the pivotal shifts in his career was working with Dr. Fernando Flores, former Chilean Minister of Finance while he was designing and establishing the "Communication for Action" technology now used world wide in the transformation of business. Joel's diverse background includes being a small business owner, seminar leader, ultra runner, world-rowing champion, and Vietnam veteran.

"When given the opportunity, people's excellence shows up naturally. Work becomes an expression of one's self. In each moment, one can choose to create, empower others, and celebrate the world."JBK