Announced
Completed
Synopsis
Mission Wealth, a wealth and investment management firm, completed the merger with RightPath Investments & Financial Planning, an independent fiduciary wealth advisory firm. Financial terms were not disclosed. "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, RightPath Founder.
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