COMPREHENSIVE WEALTH MANAGEMENT

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Welcome |

It all started in1970 with an idea of building a firm that was viewed as a valuable resource and the trusted adviser for our clients as they navigated through life.

2020 marked the 50th year that we've been providing asset management and wealth planning strategies for successful professionals, their businesses, and families.
Few firms can say this, now we can.

We would welcome the opportunity to discuss how our capabilities and experience could meet the needs of you or your organization.

learn more

PPG-5629650.1(4/23)(Exp.4/25)

comprehensive wealth management |

Watch Firm Overview Video

THE MAPSTONE | VERITAS ADVANTAGE

BELOW

Number of years Mapstone | Veritas has been advising clients

BELOW

Combined years of experience of our partners

BELOW

Millions in Assets under management
(as of 3.31.2023)
1.13 Billion

comprehensive wealth management |

m|v discovery process

LEARN MORE

| 2023 outlook |

| 2023 Tax Facts |

*Download a copy of the 2023 Tax-Facts- filled with important information for tax, retirement, and estate planning.

download

| SECURE ACT EXPLAINED |

GET IT

| M|V Assets cross billion |

Assets under management rose to 1.13 Billion
as of 3/31/2023

| 2023 PLATINUM PLUS FIRM |

MAPSTONE | VERITAS
has again been recognized at the highest level for firms within the
Elite Advisor Group of Equitable Advisors, LLC.

| ABOUT OUR LOGO |
The Compass Rose and what it means
for our firm.....read more

| m|v SPOTLIGHT |

we've moved !!

755 JEFFERSON RD
THIRD FLOOR
ROCHESTER NY 14623

585,475,8499

dIRECTIONS

how is your cash position
protected at lpl financial?

Find out

Rochester Office:
755 Jefferson Road- Third Floor
Rochester, New York 14623

585.475.8499
585.292.1569 (fax)

OUR FIRM
Partners
Consultants
Research Staff
Our Logo

WHAT WE DO
Asset Management
Estate & Financial Planning

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization. Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.

Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

General Conflict of Interest Disclosure

PPG-122505 (Rev. 11/20) (Exp. 11/24)

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ADVICE | EXPERIENCE | RESULTS | SINCE 1970

​Welcome |

comprehensive wealth management |

comprehensive wealth management |

​m|v discovery process

| *2023 outlook* |

| *2023 Tax Facts* |

﻿| ﻿SECURE ACT EXPLAINED |

​| M|V Assets cross billion |

​​| 2023 PLATINUM PLUS FIRM |

​| m|v SPOTLIGHT |

we've moved !!

how is your cash position protected at lpl financial?

Welcome |

m|v discovery process

| 2023 outlook |

| 2023 Tax Facts |

| SECURE ACT EXPLAINED |

| M|V Assets cross billion |

| 2023 PLATINUM PLUS FIRM |

| m|v SPOTLIGHT |

how is your cash position
protected at lpl financial?