The list author says: "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.
Through her extensive use of genograms that enable 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."