Mapstone | Veritas Financial Group

Mapstone | Veritas Financial Group is a comprehensive wealth management firm located on the third floor of 765 Jefferson Road in Rochester, NY. Founded in 1970, the firm has operated for more than five decades, building a team that includes three members of leadership, seven partners, seven financial advisors, and a ten-person research and operations staff. As of December 2025, Mapstone | Veritas reported $1.51 billion in assets under advisement.

The firm works through an association with Equitable Advisors, LLC for securities and investment advisory services, though Mapstone | Veritas Financial Group itself is independently operated and is not a registered investment advisor.

Mapstone | Veritas Financial Group structures its services around three core areas:

• Asset Management — portfolio oversight and investment advisory for individuals and families
• Financial & Estate Planning — including the firm's proprietary MV Discovery process, designed to assess a client's full financial picture
• Business Strategies — advisory services tailored to business owners and professionals

The firm also provides access to client tools such as an eMoney portal, Fidelity Net Benefits 401(k) integration, and tax-support resources. Partners on the team hold credentials including CFP, CLU, ChFC, CDFA, AIF, and RICP designations, and the group collectively represents over 292 combined years of experience in financial services.

Mapstone | Veritas Financial Group holds Platinum Paramount Planning Group status within Equitable Advisors' Elite Advisor Group program, a designation based on production and sales performance metrics. The firm's longevity — operating continuously since 1970 — and the breadth of its credentialed team distinguish it among Rochester-area wealth management practices. Leadership has remained within the Mapstone family across the firm's history, with Craig Mapstone and Jeffrey Mapstone both serving in leadership roles today.

The firm's office occupies the third floor of 765 Jefferson Road in the southern corridor of Rochester, NY 14623. This stretch of Jefferson Road sits in a commercial area with convenient access from Interstate 390, placing it within a short drive of Rochester Institute of Technology and Monroe Community College. The Jefferson Road corridor is a well-trafficked business district in the Town of Henrietta, surrounded by office parks, retail centers, and restaurants. Visitors can reach the office at 585-475-8499.