Mission Wealth completed a strategic merger with RightPath Investments & Financial Planning, an independent fiduciary wealth advisory firm based in Colorado. RightPath was founded by Steven R. Smith, JD, CFP, who will join Mission Wealth as a Special Advisor as part of the combination.
The firms said the partnership expands Mission Wealth’s presence in Colorado while supporting the company’s broader national growth strategy. Mission Wealth framed the merger as an effort to add localized retirement planning expertise while maintaining a client-first, fiduciary approach across the combined organization.
As part of the integration, Megan Nuttelman, CFP, is also joining Mission Wealth and will serve as a Wealth Advisor. The firms said her addition is intended to help sustain continuity for clients and support leadership development for the next generation of advisors.
Mission Wealth said it plans to continue expanding by integrating with advisory firms that strengthen its platform and enhance its ability to deliver personalized financial guidance at scale.
KEY QUOTES:
“We are thrilled to welcome the RightPath Investments team to the Mission Wealth family. Both firms share an unwavering fiduciary focus and a passion for helping clients pursue long-term financial confidence.”
Matthew Adams, CEO and Managing Partner, Mission Wealth
“Mission Wealth provides the scale, infrastructure, and collaborative culture that allows us to grow thoughtfully without losing the personalized planning experience our clients value. This partnership enables us to expand our impact while staying true to the principles that have guided RightPath from the beginning.”
Steven R. Smith, Founder, RightPath Investments & Financial Planning, Inc.; Special Advisor, Mission Wealth
