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Nathan Way, CLTC®, ChFC®, AIF®

Nathan Way, CLTC®, ChFC®, AIF®

Financial Advisor

Nathan studied finance at the University At Buffalo’s School of Management which lead him into the
financial services industry in 2003 when he joined New England Financial/MetLife. In 2008 he joined Benefit
Concepts, Ltd. as a partner and later would become President and Owner of the firm in 2014. Benefit
Concepts changed its name to Novity Wealth Solutions in 2016. He has obtained his Chartered Financial
Consultant (ChFC) designation from the American College. He also partners with The Voss Group, another
financial service firm with focus on business succession strategies for the Agricultural Industry. He is
Certified in Long Term Care (CLTC) and holds the Accredited Investment Fiduciary (AIF) designation.


Nathan works with high net worth individuals to meet their financial planning objectives including building
wealth through investment management, protecting wealth through risk mitigation strategies, and
distributing wealth to heirs and charities using gifting strategies. Nathan mostly works with closely held
family businesses in the areas of business transfer and business succession strategies ensuring the most
efficient ways to protect and transfer their business.


Nathan is a resident of Clarence, NY with his wife and three children. When not spending time with his
family or clients, Nathan enjoys golfing, fishing and is a diehard Bills, Sabres and soccer fan.
Nathan’s community involvement includes serving as Vice President of the Board of Directors at Endeavor
Heath Services, and Vice President of the Mid-Erie Foundation. He is a member of the Bradford Club and
The Bradford Chamber of Commerce in Bradford, PA as well as The Better Business Bureau of WNY. He
also is the assistant coach of the Christian Central Academy U10 Soccer team.


Nathan’s industry involvement includes being a two-time Past President of the National Association of
Financial Advisors (NAIFA) – Buffalo. He’s also a member of The Financial Planners Association of Western
New York (FPA), A Lifetime & Qualifying Member of the Million Dollar Round Table (MDRT). During
his tenure with MetLife Premier Client Group, he was recognized as a Leaders, Platinum, Chairman’s
Conference Qualifier and an Elite Team Leader. He has achieved both Leaders and Blue Chip Council
Recognition with MassMutual and has also spoken at numerous events on the topic of succession
strategies for financial advisors.

 

Nathan Way is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Novity Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 400 Meridian Centre, Ste 101, Rochester, NY 14618. (585) 241-5200. CRN202010-237859