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Matt Hasbrook

Co-Founder + CEO, BetterFamily.com; Business Development at INVST; Dad of 4

Matt Hasbrook is a Business Development Executive at INVST, a firm specializing in full-service wealth management. He is based in Carmel, Indiana, and has been with INVST since September 2021. In his role, he focuses on helping clients achieve financial freedom through personalized financial strategies.

In addition to his work at INVST, Hasbrook is also the CEO of Health To You Now LLC and has prior experience in enterprise insurance planning. He is recognized for his entrepreneurial spirit and community involvement, having co-founded Better Family and serving as the Chairman of the Board for Bosma Enterprises, which supports individuals who are blind or visually impaired.1245

Hasbrook's professional background reflects a commitment to enhancing financial literacy and providing valuable solutions to improve clients' financial lives. His approach emphasizes education and guidance to help individuals reach their full financial potential.13

Highlights

Aug 22 · linkedin

Network help requests:

  1. Who has significant capital gains realizing between now and 7 months thereafter? I have a way to eliminate capital gains for at least a $6mm capital gain. Anyone selling their company, large investment, or real estate?

  2. Has anyone migrated their 3rd party logistics provider to Amazon FBA? Good or bad experience?

Aug 7 · linkedin

Is your family’s net worth managed by a bank? Or an independent firm?

The largest wealth managers in the world are banks JP Morgan Chase, Bank of America/Merrill Lynch, United Bank of Switzerland (UBS), Goldman Sachs, etc.

They all say “we put clients first,” it’s Almost always the first thing you see on websites and marketing materials.

However, one of the number 1 teachings of Notre Dame business school, besides “there is no such thing as a free lunch,” is that public companies number 1 objective is to Maximize Shareholder Value.

So, if you have your investments and net worth being managed by the bank, ask yourself, how can the bank serve two masters (shareholders vs clients)?

Thoughts?

Related Questions

What are Matt Hasbrook's main responsibilities at INVST?
How did Matt Hasbrook transition from Better Family to INVST?
What is Matt Hasbrook's background in enterprise insurance planning?
How does Matt Hasbrook contribute to the community at INVST?
What is the mission of INVST according to Matt Hasbrook?
Matt Hasbrook
Matt Hasbrook, photo 1
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Location

Carmel, Indiana, United States