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Nathan Way, CLTC®, ChFC®, AIF®

Investment Advisor Representative | Financial Advisor | Financial Planner

Phone: (716) 929-1544, ext. 3

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 in 2013. He is Certified in Long Term Care (CLTC) and holds the Accredited Investment Fiduciary (AIF) designation.

Nathan does Financial Planning with high net worth individuals and business owners 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 believes Wealth is more than just money and focuses on helping his client’s connect their Financial Balance Sheet with their Emotional Balance Sheet while reducing the complexities of Financial Planning that keeps most people from achieving their goals.

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 Lockport Country Club, The Bradford Club and The Bradford Chamber of Commerce in Bradford, PA as well as The Better Business Bureau of WNY.

Nathan’s industry involvement includes being a two-time Past President of the National Association of Financial Advisors (NAIFA) – Buffalo and a member of The Financial Planners Association of Western New York (FPA).

Industry Achievements include, being a Lifetime & Top of the Table 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. He was most recently recognized by the Buffalo News as a Best of 716 Award Winner.

I am licensed to sell insurance in: AZ, CO, CT, DC, FL, GA, and MA. CA Insurance License Number: 0H22337. Domiciled in NY.

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. OSJ: 300 Corporate Pkwy, Ste 216N, Amherst NY 14226. Phone: (716) 852-1321. CRN202510-3273465