Mission Wealth Expands Operations with Merger of RightPath Investments in Colorado

Mission Wealth Expands Its Footprint through Merger with RightPath Investments

On February 10, 2026, Mission Wealth, a renowned wealth management firm with national accolades, revealed its merger with RightPath Investments Financial Planning, Inc. This independent advisory firm, established by Steven R. Smith, JD, CFP®, has a reputation for offering personalized fiduciary wealth services. With this strategic move, Mission Wealth aims to broaden its presence in Colorado while supporting its expansion across the United States.

A Strategic Partnership

The merger between Mission Wealth and RightPath Investments is grounded in a shared commitment to fiduciary advice and customized planning services. By uniting RightPath’s expertise in personalized retirement strategies with Mission Wealth's comprehensive national advisory framework, the two firms aim to provide an unparalleled client experience. Both firms operate under a client-noticed philosophy that emphasizes thoughtful financial planning, disciplined investment techniques, and collaboration among advisors, ensuring that they adapt to the evolving needs and aspirations of their clients.

In a significant transition, Steven R. Smith will take on the role of Special Advisor within Mission Wealth. Joining him is Megan Nuttelman, CFP®, who will function as a Wealth Advisor. Together, they have cultivated trusting relationships with their clients, guiding them through critical financial decisions crucial for their future.

Enhancing Capabilities While Preserving Heritage

Matthew Adams, CEO and Managing Partner of Mission Wealth, expressed exultation at welcoming RightPath Investments into the broader Mission Wealth family. Emphasizing the focus on client service, he stated, "Both firms share an unwavering fiduciary focus and a passion for helping clients pursue long-term financial confidence."

Steven R. Smith acknowledged that the merger would leverage Mission Wealth's robust infrastructure, allowing for growth without compromising the personalized experience that RightPath's clients have come to value. He articulated, "This partnership enables us to expand our impact while staying true to the principles that have guided RightPath from the beginning."

This strategic alignment not only strengthens Mission Wealth’s comprehensive client offerings but also supports its ongoing mission to integrate high-caliber advisory firms. The goal is to amplify the national platform and enhance the delivery of customized financial guidance to a growing client base.

Overview of Mission Wealth

Mission Wealth is a distinguished Registered Investment Advisor (RIA) that manages over $14.2 billion in customer assets. The firm’s service model is known for its innovative technology implementation that powers everything from financial planning and investment advice to tailored tax strategies, estate planning, philanthropic guidance, and asset protection solutions.

To learn more about Mission Wealth, the newly formed partnership, and additional opportunities, visit missionwealth.com/opportunity.

With the merger finalized, Mission Wealth positions itself as a more formidable player in the wealth management landscape, committed to nurturing both existing and future client relationships with personalized financial counsel.
This merger underscores the firm’s dedication to ensuring their clients achieve long-lasting financial success, with a foundational commitment to fiduciary standards that prioritize client interests above all else.