Mission Wealth has completed a strategic merger with RightPath Investments & Financial Planning, expanding its presence in Colorado and adding specialized retirement planning capabilities to its national advisory platform. 

Founded by Steven R. Smith, RightPath brings a personalized, fiduciary-focused approach to retirement planning that Mission Wealth said aligns closely with its own client-first philosophy. As part of the integration, Smith will join Mission Wealth as a special advisor, while Megan Nuttelman will come on board as a wealth advisor. 

The combination pairs RightPath’s boutique planning expertise with Mission Wealth’s broader infrastructure, investment resources, and national scale. 

“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.” 

Smith said the merger provides a platform for sustainable growth while preserving the firm’s planning-centric culture. “Mission Wealth provides the scale, infrastructure, and collaborative culture that allows us to grow thoughtfully without losing the personalized planning experience our clients value,” he said. 

Mission Wealth oversees more than $14.2 billion in client assets under management. 

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