Mission Wealth Management has merged with Stonepath Wealth Management, adding Stonepath founder Cray J. Coppins III as its 38th equity partner and strengthening its client service experience in Illinois.
The deal underscores Mission Wealth's dedication to bringing strong advisory resources and top-tier talent to Highland Park, Ill., and the surrounding communities. The firm looks forward to opening an office in the city soon.
“By expanding our ownership group and bringing in exceptional talent like Cray J. Coppins III, we are not only reinforcing our ability to deliver unparalleled service in the Midwest but deepening our roots in the greater Chicago area,” said Matthew Adams, CEO and managing partner at Mission Wealth. “Cray's professionalism, deep caring for his clients’ financial well-being and his commitment to exceptional service is a perfect match with the Mission Wealth culture.”
