Wealth Generation Institute

Real wealth has very little to do with money…

At Wealth Generation Institute, we explore the multi-faceted
aspects of what leading a rich life truly means to you.

inheritance family wealth transfer

The world's greatest fortunes are built on wise investments.  But the smartest investment you can make is to develop a healthy approach to your wealth—for yourself and your family.  Under the direction of Dr. Jamie Traeger-Muney, Wealth Generation Institute specializes in the impact of money on individuals and families.  From psychological clarity to communication strategies and planning assistance, we give you the tools to build your emotional portfolio for a rich life.

“Wealth is the ability to
fully experience life.”

– Henry David Thoreau

510.868.4770