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About Us

We specialize in relationships

Couple biking across waterscape with moutains in the background. Symbolizing the adventurous work of journeying together in a relationship.

At Wealth Legacy Group, we believe wealth should be a catalyst for happiness, not a barrier. Our mission is to help you harness your unique gifts and True Net Worth to strengthen relationships, create a thriving life and a healthier world.

Meet Jamie: Pioneering the Psychology of Wealth

Dr. Jamie Traeger-Muney is revolutionizing how we think about wealth and worth. As a trailblazer in wealth psychology, she helps individuals and families navigate the complex emotional landscape that comes with significant financial resources.

Groundbreaking Expertise

Specializes in the emotional impact of wealth on inheritors, women, and couples
Trained as an Internal Family Systems and Psychedelic-Assisted Therapist
Researcher, currently exploring couples and money
The first psychologist hired by a bank to work with affluent clients

Bridging Personal Experience & Professional Insight

Drawing from her roles as a family business owner and foundation board member, Dr. Traeger-Muney brings a unique perspective to her work. She combines theoretical knowledge with practical wisdom, helping clients align their wealth with their values and purpose.

Making a Global Impact

  • Empowers clients to lead passionately engaged and purposeful lives
  • Featured in major media outlets including WSJ, BBC, and Bloomberg Business Week
  • Delivers insightful presentations to audiences worldwide

Embracing Life’s Riches

Jamie embodies the principles she advocates. With a deep belief in personal growth, she utilizes her financial resources to enrich the lives of her family of five. Together, they enjoy exploring new horizons through global travel and outdoor adventures.

Jamie’s unique blend of insight and extensive experience enables her to connect deeply with her clients. She is passionate about helping individuals harness their financial resources as tools for personal development, positive change, and fulfillment. Through her guidance, Jamie empowers others to move past their limiting stories, unlock their full potential, and cultivate authentic relationships in all aspects of life.

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Evan Muney

Meet Evan: Navigating Wealth, Relationships, & Personal Growth

Evan Traeger-Muney is a multidisciplinary professional whose unique journey has shaped him into a compassionate coach, insightful advisor, and dynamic speaker. With a personal background of marrying into a family of wealth and professional experience managing his own business and family enterprises, Evan brings a rare blend of firsthand knowledge and expertise to his clients.

Pioneering Research & Specialized Coaching

Collaborating with his wife, Jamie, Evan conducted groundbreaking research on the emotional wellbeing of financially diverse couples. This work ignited his passion for supporting individuals navigating the complex dynamics of wealth and relationships. Evan now specializes in coaching clients who have married into money, helping them:

Explore emotional issues surrounding wealth and inheritance
Embrace the unique gifts and challenges of their situation
Address self-esteem, impact, and feelings of isolation

A Wealth of Experience

Evan’s diverse background equips him with a holistic perspective:

  • Entrepreneur and business owner
  • Former nonprofit executive and strategic consultant
  • Manager of family enterprise operations

This multifaceted experience allows Evan to connect deeply with clients facing similar challenges.

Education & Credentials

  • M.A. in International Relations, The Johns Hopkins University
  • Certified Professional Coach (CPC), Institute for Professional Excellence in Coaching (iPEC)
  • Trained Internal Family Systems (IFS) practitioner

Personal Growth & Adventure

Married for over 30 years with three adult children, Evan embodies the principles he teaches. He believes in personal growth and pushing boundaries. Evan is currently training for an ambitious amateur ocean sailing race.

Evan’s intuitive nature and his personal and professional experiences allow him to forge meaningful connections with clients. He is dedicated to helping individuals unlock their full potential and bring authenticity to their relationships and the world.

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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 you achieve the results you want.

How can we help you take your next step toward leading a rich life?

    If you’d like to get started with a conversation, please provide your name and email address. We will get in touch with you shortly to set up an appointment!