• HOME
  • Our Firm
    • Partners >
      • Brett Caroselli
      • Michelle DiRenzo
      • Koen Goorman
      • Matthew Keenan
      • Jeremy Krog
      • Craig Mapstone
      • Jeffrey Mapstone
      • Phillip Sheehan
      • Kevin Shiltz
      • David Stoller
      • Thomas Tarkowski
    • Financial Consultants >
      • Heather Barniak
      • Shana Rivera
      • Michael Tornatore
    • Research & Staff >
      • Jessica Eveland
      • Robin Hurlburt
      • Marina Ilievski
      • Renee Katafiaz
      • Eric Phoulavong
      • Symantha Searles
      • Kathryn Shaw
    • Since 1970
    • In Our Community
    • Our Logo
  • What We Do
    • Asset Management
    • Financial & Estate Planning
    • Disclosure
  • Resources
  • Contact
  • Client Login
  • COVID-19 response
MAPSTONE | VERITAS

.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Welcome |

​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.

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. 

Picture
COVID-19  |​ POSITION STATEMENT AND CONTINGENCY PLANS... read more
THE MAPSTONE | VERITAS ADVANTAGE 
Number of years Mapstone | Veritas has been advising clients
Combined years of experience of our partners
Million in assets that we advise 
(as of 12.31.20)

comprehensive wealth management |

learn more


| 2021 Tax Facts | 


​*​Download a copy of the 2021 Tax-Facts- filled with important information for tax, retirement, and estate planning.
download

| *2021  Outlook *|

Coming off a unprecedented year see what  LPL Financial is thinking about the current outlook for our markets in 2021.
Read More

| 2021 Platinum PLUS Firm |

Picture
​                    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
Picture

​|  partner SPOTLIGHT |

Please welcome our newest Partner 
Picture
KEVIN SHILTZ, CFP®,RICP®
CERTIFIED FINANCIAL PLANNER ™ PROFESSIONAL


PARTNER
BIO

Rochester Office:
175 Corporate Woods- Suite #250
Rochester, New York 14623


585.475.8400
585.292.1569 (fax)
Webster Office:
4 East Main Street
Webster, New York 14580


585.872.5700 opt. 2
585.292.1569 (fax)
OUR FIRM
Partners
Consultants
Research Staff

Our Logo
WHAT WE DO
Asset Management
Estate & Financial Planning
Picture

​​Copyright©2016 Mapstone | Veritas. All Rights Reserved.
Resources | Contact Us | Disclosure

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)

  • HOME
  • Our Firm
    • Partners >
      • Brett Caroselli
      • Michelle DiRenzo
      • Koen Goorman
      • Matthew Keenan
      • Jeremy Krog
      • Craig Mapstone
      • Jeffrey Mapstone
      • Phillip Sheehan
      • Kevin Shiltz
      • David Stoller
      • Thomas Tarkowski
    • Financial Consultants >
      • Heather Barniak
      • Shana Rivera
      • Michael Tornatore
    • Research & Staff >
      • Jessica Eveland
      • Robin Hurlburt
      • Marina Ilievski
      • Renee Katafiaz
      • Eric Phoulavong
      • Symantha Searles
      • Kathryn Shaw
    • Since 1970
    • In Our Community
    • Our Logo
  • What We Do
    • Asset Management
    • Financial & Estate Planning
    • Disclosure
  • Resources
  • Contact
  • Client Login
  • COVID-19 response