Nathan Way

Nathan Way

Financial Planner

Domicile State: NY
California Insurance License #: 0H22337

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Phone: (716) 929-1544 ext. 3
Fax: (716) 929-1545
E-mail:
 

After deciding to move back to Buffalo and give up a successful career in medical sales on the west coast, Nathan studied finance at the University of Buffalo’s School of Management which lead him into the financial services industry in 2003 when he joined New England Financial. He joined Benefit Concepts, Ltd. in 2008 as a partner and later would become the President and owner of the firm in 2014. In addition to his personal practice at Novity Wealth Solutions, (formerly Benefit Concepts, Ltd.), he also acts as a Partner and Financial Advisor with the The Voss Group with a focus on business succession planning for closely held family businesses.

Nathan is now a resident of Amherst, NY with his beautiful wife Stefanie and their three children Serena, Ryan, and Abigail. When not spending time with his young family, Nathan enjoys golfing, fishing, and is an avid football, hockey, and soccer fan.

AREAS OF PRACTICE

Works with high net worth individuals to help accomplish estate conservation objectives including building wealth through investment management, protecting wealth through risk mitigation planning, and distributing wealth to heirs and charities using gifting strategies.

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 the business. Works with businesses and families in the areas of group benefits, 401(k) plans, IRA’s, investment management, life insurance, disability income insurance, and long term care insurance.

EDUCATION

  • Bachelor's Degree, University at Buffalo
  • Certified Long Term Care (CLTC) Planner by the Long Term Care Certification Company
  • Chartered Financial Consultant (ChFC) from the American College
  • Accredited Investment Fiduciary (AIF from the American College

COMMUNITY INVOLVEMENT

Nathan is active in his community by volunteering both his time and resources to numerous causes both locally and internationally. He is currently a Softball Coach for Lou Gehrig Baseball, serving his 2nd term as President of the Buffalo Association of Insurance and Financial Advisors, and is recognized as a Bronze Knight by the Million Dollar Round Table Organization for his financial contributions to charities around the world.

Nathan us also a member of the Cheektowaga Chamber of Commerce, The Bradford Chamber of Commerce, The Better Business Bureau and The Bradford Club.

PROFESSIONAL AFFILIATIONS AND RECOGNITION

Current Member of National Association of Financial Advisors (NAIFA) - Buffalo Current Member of The Financial Planners Association of Western New York (FPA) Current Member of The Association of Advanced Life Underwriters (AALU) Qualifying Member of the Million Dollar Round Table (MDRT) for seven straight years including one court of the table qualification. Recognized as a Leaders Qualifier by MetLife and New England Financial nine times in his eleven year career with the company Recognized as a Who’s Who in Banking in Finance by Buffalo’s Business First in 2014 Recognized by MetLife as the team leader for one of the top producer teams in the country in 2013 Recognized by New England Financial of Upstate New York as the top disability producer in 2011 Recognized as Rookie of the Year by New England Financial of Upstate New York in 2003.

 

Securities, investment advisory, and financial planning services offered by qualified Registered Representatives through MML Investors Services, Inc., member SIPC (www.sipc.org). The Voss Group and Novity Wealth Solutions are not subsidiaries or affiliates of MML Investors Services, LLC, or its affiliated companies. 400 Meridian Centre, Ste 101, Rochester, NY 14618. (585) 241-5200.

We have individuals licensed to sell securities and insurance products in AZ, CA, CT, DE, FL, GA, IA, MA, MD, NC, NJ, NY, OH, OK, PA, SC, VT, WA. Elwyn Voss CA Insurance License #: 0F63769. Nathan Way CA Insurance License # 0H22337.

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