About Wealth Design Group
  • Together with Matson Money, Wealth Design Group is leading the way by providing breakthrough education, tools, and coaching that helps families transform their financial futures.

    Working together, Matson Money and Wealth Design Group help investors learn how investing works, discover their true purpose for money, and be disciplined and prudent over a lifetime of investing.

  • The Wealth Design Group* team is powerfully trained in the Matson Method - a highly disciplined approach to asset allocation and long-term wealth creation. Through the continuous pursuit of financial academic theory and the application of empirically tested academic investing science principles, they are committed to creating a profoundly meaningful and rewarding investing experience where families can access financial peace of mind.

Company Leadership

Mark Connely

Senior Partner & Financial Coach

Since 1996, Mark Connely exists to empower families to experience purpose, freedom, and abundance. It is his mission to inspire and coach families on the truths of investing and design...

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Justin Makris

Senior Partner & Financial Coach

Justin Makris is a partner of Wealth Design Group and has been working with families to help strategically balance their current lifestyle and financial needs with long term security and...

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Dale Pieper

Senior Partner & Financial Coach

Since 2005, Dale Pieper has been empowering families to experience purpose, freedom, and abundance. His mission is to inspire and coach families on the truths of investing and design a...

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Wealth Design Group is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.