Welcome |
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It started in 1970 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.
Today marks the fiftieth 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. |
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THE MAPSTONE | VERITAS ADVANTAGE
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Number of years Mapstone | Veritas has been advising clients
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Combined years of experience of our partners
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Million in assets that we advise
(as of 12.31.19) |
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| 2020 Tax Facts |*SECURE ACT* Download a copy of the 2020 Tax-Facts- filled with important information for tax, retirement, and estate planning. | 2020 Outlook |See what LPL Financial is thinking about the current outlook for our markets in 2020.
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| 2020 Platinum PLUS Firm |
MAPSTONE | VERITAS
has again been recognized at the highest level for firms within the Elite Producers Group of AXA-Advisors, LLC.
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| partner SPOTLIGHT |Please welcome our newest Partner
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