Mission Wealth is merging with RightPath Investments & Financial Planning, Inc., an independent fiduciary wealth advisory firm founded by Steven R. Smith, JD, CFP.
This partnership expands Mission Wealth’s footprint in Colorado and supports its continued national growth. Smith will join Mission Wealth as a special advisor.
RightPath says the integration aligns its personalized retirement planning expertise with Mission Wealth’s national advisory services.
Joining Smith at Mission Wealth is Megan Nuttelman, CFP, who will serve as a wealth advisor. RightPath says Nuttelman has worked closely with Smith to build trusted relationships, offering clients both support and care through important financial decisions.
“We are thrilled to welcome the RightPath Investments team to the Mission Wealth family,” said Matthew Adams, CEO and managing partner of Mission Wealth. “Both firms share an unwavering fiduciary focus and a passion for helping clients pursue long-term financial confidence.”
“Mission Wealth provides the scale, infrastructure, and collaborative culture that allows us to grow thoughtfully without losing the personalized planning experience our clients value,” said Smith. “This partnership enables us to expand our impact while staying true to the principles that have guided RightPath from the beginning.”