About WLG

Jamie Traeger-Muney, PhD
Founding Partner

jamie traegermuneyDr. Jamie Traeger-Muney specializes in the emotional impact of wealth on inheritors, women, and couples. She has revolutionized the conversation of wealth and worth by providing an opportunity to openly discuss the roles money plays in her client’s lives, enabling them to be passionately engaged in the world and to lead a rich life. She works with multi-generational families, helping them to concretize their values, develop a vision for their future, and create sound governance structures.

Jamie’s personal experience as an owner of a family business and board member of her family foundation, combined with her theoretical and practical expertise in wealth psychology, has given her a unique sensitivity to issues surrounding the inter-generational family dynamics of affluence.

Jamie has been featured in major media outlets such as: Reuters, BBC, Huffington Post’s Third Metric, WSJ, and Bloomberg BusinessWeek. She is a regular contributor to Thrive Global and has been named as one of Medium’s top financial writers. Jamie is currently writing a book entitled, Thrive & Help Thrive: Leveraging Your True Net Worth to Create Positive Impact in the World.

Jamie also has the distinction of being the first psychologist 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.

Jamie has been married for almost 25 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.

Latest News

Money Types will Assist or Derail Financial Conversations"Valerie" (not her real name to protect her privacy), newly engaged to Bob who has two children from his prior marriage, is meeting with Bob and his long time male estate-planning attorney. The...
Jamie writes: "To truly calculate your net worth, you must consider all of your assets. Now, let me be clear, as a coach and a consultant to some of the world's wealthiest people, I am not simply talking about real estate, jewelry, or other types of ...

Recent Blogs

This week, I'm turning 50 and I thought the best gift I would receive was finishing the first draft of my book, Thrive & Help Thrive. The concept of the book is the more we leverage our True Net Worth (our talents, trusts, treasures & time) t...
​The number one concern we hear from our clients is the worry that their wealth will negatively impact their children and grandchildren, causing them to be spoiled, entitled, and to lack motivation.Questions like these are keeping thoughtful parents ...