Welcome to RightPath

We use money to provide for ourselves, achieve our goals, change our world, and—let’s face it—have fun. And, while managing your money is a serious task that requires effort, the process should not be so consuming that it stops you from creating and preserving the wealth needed to accomplish these goals.

Steve SmithAt RightPath Investments & Financial Planning our mission is to be your key adviser in attaining financial well-being. For individuals and families, our ProsperityPlan™ Integrated Wealth Management Solution is a client-centered, multidimensional consultative process that takes an organic approach to financial planning, wealth management, and investing. For our business, non-profit and trustee clients, we offer FiduciaryPlan™, which provides comparable services with a focus on discerning the beneficiaries’ financial goals and providing the fiduciary with robust protection from legal liability.

Explore our collaborative process:

  • Discover the intentions for wealth.
  • Define goals, prioritized by cost.
  • Design a realistic financial plan.
  • Engage in on-going review and consultation.
  • Your adviser is always available to ask and answer any questions.

In Financial Services, Coordination is the Key.

Achieving a satisfying financial lifestyle is more than money in the markets; it requires a complex set of services:

Get Started Today:
Explore our blog for great tips on how to start your journey, sign up for our newsletter to receive information on managing your wealth, or simply email or call today for a personal, complimentary consultation.