you'll know we're different after our first meeting
We know there are many qualified professionals you can turn to for assistance. You may turn to some for investment management, others for insurance related matters, still others for financial and retirement planning strategies. It has been our experience over the last forty-five years that there are few who truly focus on meeting the overall financial needs of a successful client.
New clients consistently express their frustration that even though they have received sound advice in a specific area, this advice is often without regard to their overall financial plan.
They indicate that they want someone who can take the lead. They want someone who commits to their overall financial goals and who will develop and coordinate a comprehensive plan.
At Mapstone | Veritas we call it comprehensive wealth management and we've built our firm with this in mind.
Jeffrey C. Mapstone, CLU, CHFC, MSFS
Our firm is an innovative financial services organization that is comprised of financial professionals with backgrounds in investments, financial planning, and retirement consulting. Through this team we are able to deliver the high quality, objective financial advice on the range of issues faced by business owners and other successful professionals.
Our clients want creative ideas backed by technical expertise and personalized service. They are individuals and businesses that expect excellence and have made a firm commitment to achieving it themselves. Our clients want guidance in managing their affairs, they want to simplify their financial lives, and they are looking to enter into a long-term relationship with a trusted professional.
Our mission is to establish long-term relationships with clients who expect and value technical competence, objective planning and personalized service. Our goal is to help build, manage and preserve our client's wealth. We put our client's interests first, act with integrity and honesty, and strive for excellence.