Chris Caruso
Helping high net worth individuals protect, grow, and simplify their finances.
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Serving Clients Nationwide
Helping high net worth individuals protect, grow, and simplify their finances.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Chris Caruso
Hi, I'm Chris Caruso. With over 30 years of investment experience, I am passionate about helping high net worth individuals navigate the complexities of their financial lives. My mission is to protect, enhance, and simplify my clients' financial journeys, providing them with the freedom to focus on what truly matters.My interest in financial markets began at a young age and has grown into a lifelong commitment to helping others achieve financial success. Throughout my career, I have had the privilege of serving clients across the United States, tailoring my approach to meet their unique needs and aspirations.
If you're a high net worth individual looking for a dedicated partner to help protect, enhance, and simplify your financial life, I invite you to connect with me. Let's work together to achieve your financial goals and unlock the full potential of your wealth.
On a personal note, I reside in both Austin, Texas, and Newport Beach, California, balancing my professional life with a fulfilling personal life alongside my wife, Julia, and our three children, Nick, Matt, and Josh. I believe true wealth extends beyond financial success. It's about having the time and freedom to pursue passions, spend quality time with loved ones, and make a positive impact on the world. By managing the complexities of your financial life, I strive to give you peace of mind and freedom to focus on what truly matters.
âž• Professional Background & Education
Christopher Caruso has over 25 years of investment experience, encompassing comprehensive wealth management services, portfolio management, equity analysis, and financial analysis.
Previously Chris served as a Financial Adviser at Glovista Investments LLC. Prior to Glovista, Chris was a Portfolio Manager at Citi Private Bank, overseeing $2 billion in client assets.
Chris was previously the Market Investment Director and Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management, overseeing $1.2 billion in assets for some of the firm’s most complex high net worth, foundation, and non-profit clients.
Prior to joining U.S. Trust, Chris was the Director of Research and Senior Portfolio Manager at Sand Hill Advisors.
Chris received a Bachelor Degree in Economics from California State University at San Diego, and holds an MBA from The Paul Merage School of Business at the University of California, Irvine.
Affiliations
- The AGC
Primary Location
Austin, Texas
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch, or the 'Contact Me' button to send me an email. I look forward to hearing from you, so we can schedule a time to get to know each other and determine the best way to proceed.Offers Investment Management
Yes
About Veritas Wealth Partners
Veritas Wealth Partners is a fee-only investment advisory firm dedicated to helping clients achieve their personal financial objectives through the preservation and growth of wealth.We do not make money from commissions or selling products. Our task is to build and monitor client portfolios through a consistent and disciplined investment process that includes meeting with clients as often as desired.
Our expertise is simplifying complex issues such as portfolio management, capital growth, wealth preservation, retirement transitions, tax minimization, and gifting strategies.
Our Process
✔️ Client Centric: Each client's unique circumstances and preferences should dictate their long-term asset allocation. We rely on each client's return requirements, risk tolerance, tax considerations, liquidity needs to customize their investment strategy.
✔️ Transparent: As guardians of our client's wealth we put their interests first and are transparent about how we manage it. We explain things simply and thoroughly, and clients always have access to their money.
Our Investment Philosophy
✔️ Diversification Reduces Risk: Proper diversification is the most important component of reaching investment objectives while minimizing risk.
✔️ Risk and Return are Related: Investors are compensated for taking on market risk. As such, the performance of a diversified portfolio is primarily determined by the asset allocation decision.
Education
University of California, Irvine - The Paul Merage School of Business, MBA | Stanford University Graduate School of Business, Investment Management Program | San Diego State University, Bachelor's degree, Economics
Hobbies and Interests
- Family
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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