Cash…Where is Yours? We all have cash in some form as a part of our finances. But not all cash instruments are created equal. In our latest article in the Summit Daily News, we walk you through your cash options and remind you to look out for where your cash is.

ProsperityPlan™: What Can It Do for You? Coordination is the key to financial well-being. We offer our ProsperityPlan™ Integrated Wealth Management Solution: an organic approach to financial planning, wealth management and investments. By helping you to take a "big picture" look at the issues affecting your financial well-being, we assist you in setting better priorities and accomplish them. And, your adviser is always available to you to answer any questions, identify resources and help you manage those issues.

FiduciaryPlan™: A Great Solution for Trustees Are you a trustee, plan manager, or endowment committee member? We provide comparable services through our FiduciaryPlan™ Professional Consulting and Advice for Investors with Fiduciary Responsibility. Download an Introduction to FiduciaryPlan™

Welcome to RightPath!

At RightPath Investments & Financial Planning our mission is to be your key adviser in attaining financial well-being. We help individuals, families, businesses and foundations define a vision of success and fulfill it through our client-centered, consultative process.

We all have intentions. But, the reality is many of us don't fulfill them to our satisfaction. Why is that?

At RightPath, we feel the solution is the same as for any journey: it is all a matter of planning.

Discovery: Where do you really want to go?
To help you take control of your financial well-being--your dreams, money and time--we use our multidimensional approach to fully discover your goals, clearly defining them on paper.

Next, we assist you in translating those goals to tangible objectives with price tags. That step allows you to prioritize those goals and account for them. At this stage, you've learned what you really want your money to do for you.

Direction: What path are you going to take?
Next, we work with you to design the best route to your goals--including identifying and solving challenges that may hinder your progress.

The result? A financial lifestyle plan with clear wealth management guidelines and investment policies. Following them leads you toward the accomplishment of your goals.

Delivery: Guiding you toward success.
As you start on your new journey, we aid you in understanding the financial and investment management plan, as well as help you stay on track when road blocks arise.

Along the way, you may decide to take a path you've never dreamed of before. We'll be there to help you revisit your plan to accommodate those changes.

Use this site to get started on your discovery process: it contains a wealth of resources for your financial journey.