Welcome |
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​It all 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.
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2020 marked the 50th year that we've been providing asset management and wealth planning strategies for successful professionals, their businesses, and families.​   
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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. 
​
 THE MAPSTONE | VERITAS ADVANTAGE 
1.25B
Assets Under Advisement
(as of 12.31.23)
54
Number of years Mapstone | Veritas has been
advising clients
295
Combined years of experience of our partners
HOW WE HELP |
ASSET MANAGEMENT
FINANCIAL PLANNING
ESTATE PLANNING STRATEGIES
BUSINESS PLANNING STRATEGIES
NEWS & INSIGHTS
​​| 2024 PLATINUM PLUS FIRM |
     MAPSTONE | VERITAS    
 has again been recognized at the highest ​level for firms within the
​    Elite Advisor Group of  Equitable Advisors, LLC.​
| RELATIONSHIPS |
Rochester Office
755 Jefferson Rd. Third Floor
Rochester. New York 14623
(585) 475.8499
(585) 292.1569 fax
Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  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. Important Information & Disclosures:  PLEASE SEE ATTACHED 

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.
PPG-7247326.1 (11/24) (Exp. 12/28)



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