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Whether you’re looking for more information about the American Dream Experience or have other inquiries, feel free to reach out to us.
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+1 513 204 8000
We are an Investment Advisor Company
We provide breakthrough education, tools, and coaching that can help families transform their financial futures.
We are a multi-generational registered investment advisor company founded in 1991 by Mark Matson. We are committed to supporting the best possible investing experiences and outcomes for investors. Over the last 30 years, we’ve developed and refined a comprehensive methodology for investors: the Matson Method – a highly disciplined approach to asset allocation and long-term wealth creation that integrates leading research in behavioral economics, finance, and the field of human performance.
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Frequently Asked Questions
We understand you might have questions about the American Dream Experience. Below, you’ll find answers to some of the most common questions we receive. If you need further assistance, please don’t hesitate to contact us.
What does the virtual experience look like?
The virtual experience takes place over two days. Start time and end time will vary based on your time zone, however, session typically begins at 8am PT/11am ET and wraps each day at 4pm PT/7pm ET.
Event times will be provided in your confirmation email. Attendees can attend anywhere that has internet access, but should be prepared to be on camera and ready to participate, so a quiet place with privacy is ideal. A desktop or laptop is preferred over a cell phone to be able to fully participate.
After registering for the event, you will gain access to the event page which can be used to access our online platform on the day of your American Dream Experience.
What does an in-person experience look like?
Our in-person experience takes place over two days at our state-of-the-art training facility in Scottsdale, Arizona.
Doors open at 7:30am both days and guests are invited to join us for breakfast and a building tour. Main session begins at 9am and wraps each day at 6pm local time.
While visiting us in Scottsdale, be sure to stop by our concierge desk for recommendations to local restaurants and area attractions. After registering for the event, you will be provided with location details, hotel recommendation, and travel logistics.
Does my spouse/significant other have to attend?
We will be exploring many important conversations around money and your financial future that we believe are critical to have as a family and not separately. Because of this, it is critical for spouses/significant others to attend together to get the most out of their experience in order to leave united in their pursuit of the American Dream.
Why do I need an advisor?
Every family participating in the American Dream Experience is required to work with an advisor to get the most out of their experience. Your advisor coach will help powerfully set you up for the event as well as be available to answer any questions that may come up over these two days. They can be a valuable asset for you as you dive into the science of investing and create an investing strategy that aligns with your True Purpose for Money.
I am no longer able to attend the event, can I get a refund?
To initiate an exchange or refund, please contact us directly at Refunds@MatsonMoney.com. You can also view our Terms & Conditions here.