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.

Today marks 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.

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 12.31.19)

comprehensive wealth management |

learn more

| 2020 Tax Facts |

*SECURE ACT*
Download a copy of the 2020 Tax-Facts- filled with important information for tax, retirement, and estate planning.

download

| 2020 Mid-Year Outlook |

See what LPL Financial is thinking about the current outlook for our markets in 2020.

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

| ABOUT OUR LOGO |

The Compass Rose and what it means for our firm....read more

| partner SPOTLIGHT |

Please welcome our newest Partner

MICHELLE DIRENZO, CFP®,CHFC,CDFA®

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

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC, .
Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor, and is not owned or operated by Equitable Advisors, LLC. or Equitable Network. MV, Equitable Advisors, LLC. and Equitable Network do not offer tax or legal advice. Consult with your professional tax and legal advisors regarding your circumstances. The information on this website is not investment or securities advice and does not constitute an offer. Equitable Advisors is a brand of Equitable Advisors, LLC.. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified.

IMPORTANT: The names of all companies under the formerly-used AXA brand have been updated under Equitable, the brand of Equitable Holdings, Inc. and it's family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

General Conflict of Interest Disclosure

PPG 122505 (Exp 2/21)

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ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Welcome |

comprehensive wealth management |

| ﻿2020 Tax Facts |

﻿| ﻿2020 Mid-Year Outlook |

| 2020 Platinum PLUS Firm |

​| ABOUT OUR LOGO |

​| partner SPOTLIGHT |

| 2020 Tax Facts |

| 2020 Mid-Year Outlook |

| ABOUT OUR LOGO |

| partner SPOTLIGHT |