COMPREHENSIVE wealth management |
|
you'll know we're different after our first meetingWe 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 |
|