COMPREHENSIVE  wealth  management |
MISSION STATEMENT
​Mapstone | Veritas is an innovative financial services organization that is comprised of financial professionals with backgrounds in investments, financial planning, and retirement consulting. Through this team we are able to deliver the high quality, objective financial advice on the range of issues faced by business owners and other successful professionals.

Our clients want creative ideas backed by technical expertise and personalized service. They are individuals and businesses that expect excellence and have made a firm commitment to achieving it themselves. Our clients want guidance in managing their affairs, they want to simplify their financial lives, and they are looking to enter into a long-term relationship with a trusted advisor.

Our mission is to establish long-term relationships with clients who expect and value technical competence, objective planning and personalized service. Our goal is to help build, manage and preserve our client's wealth.   We put our client's interests first, act with integrity and honesty, and strive for excellence.

you'll know we're different after our first meeting 

We know there are many qualified professionals you can turn to for advice.
​You may turn to some for investment management, others for insurance related matters, still others for financial and retirement planning strategies. It has been our experience over the last fifty years that there are few who truly focus on meeting the  overall financial needs of a successful client.

New clients consistently express their frustration that even though they have received sound advice
​ in a specific area, this advice is often without regard to their overall financial plan.

They indicate that they want someone who can take the lead. They want someone who commits to their overall financial goals and who will develop and coordinate a comprehensive plan.

At Mapstone | Veritas we call it comprehensive wealth management and we've built our firm
with this in mind. 
​
Download our Capabilities Brochure to learn more.  Click here
Jeffrey C. Mapstone, CLU, CHFC, MSFS
Founding Partner

what you can expect |

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         comprehensive wealth management |

​          m|v discovery process

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

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.
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