Mission Wealth Acquires RightPath Investments & Financial Planning
February 19, 2026
Mission Wealth has merged with RightPath Investments & Financial Planning, a Colorado-based independent, fee-only wealth advisory firm founded by Steven R. Smith. As part of the integration Smith will join Mission Wealth as a Special Advisor and Megan Nuttelman will join as a Wealth Advisor; the deal expands Mission Wealth's footprint in Colorado and strengthens its retirement planning capabilities.
- Targets
- RightPath Investments & Financial Planning, Inc.
- Industry
- Wealth Management
- Location
- Colorado, United States
- Transaction Type
- Buyout
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