Chris Gleason

Chris Gleason is the founder of Veritas Strategic Wealth and a Certified Exit Planning Advisor (CEPA®). He serves successful business owners, executives, and high-net-worth families as they navigate the most consequential financial decisions of their lives — from intentionally scaling and exiting a business to managing complex equity compensation and protecting and transferring generational wealth.

Clarity. Strategy. Stewardship.

Clarity

John Maxwell once said, "An educator takes simple things and makes them complicated. A communicator takes complicated things and makes them simple." I have spent my entire life learning to be a communicator. Before we build any plan, we start where it matters most — understanding what is important to you, your goals, desires, and dreams. Clarity is not a step in the process. It is the foundation of everything.

Strategy

Once we know what truly matters to you, we can walk through our proven framework to build the strategies to get you there. Not generic advice — a coordinated, integrated plan aligned with your business, your finances, your family, and your future. Strategy without clarity is just noise. With it, it becomes a roadmap.

Stewardship

I believe relationship is the basis of everything significant in life. With success comes responsibility. I have a deep conviction about being a good steward of all we have been entrusted — whether that means your business, your family's wealth, or the legacy you are working to build. This is not a transactional relationship. It is a long-term partnership built on trust, accountability, and shared purpose.