Novity Wealth Solutions

Novity Wealth Solutions Our goal at Novity Wealth Solutions is to help our clients make the most informed financial decisions possible. Member SIPC (www.sipc.org).

With my knowledge, experience and commitment, I can help you create financial strategies designed to meet your financial goals. Specialties: Estate planning, wealth management, insurance strategies, and group benefits for business owners. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services. Supervisory address

400 Meridian Center Suite 101 Rochester, NY 14618. Novity Wealth Solutions is not a subsidiary or affiliate of MML Investor Services., or its affiliated companies. Domiciled in NY, CA Insurance License No. 0H22337.

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves...
06/01/2026

We all deserve a sense of belonging. Let’s build a future where everyone can thrive as the fullest version of themselves.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

06/01/2026

Let’s connect on how this downloadable assessment can help drive a conversation with you and your clients to help address potential gaps in their financial strategy.

05/26/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/43sKd2P

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/26/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these serve as good reminders to check in with your clients and make sure their life insurance protection and long-term strategy still matches the life they’re building.

Job changes bring new responsibilities, benefits, and opportunities. They’re also a great chance to ensure your financia...
05/25/2026

Job changes bring new responsibilities, benefits, and opportunities. They’re also a great chance to ensure your financial support systems reflect your needs, as well as the needs of your partner or chosen family. Let’s meet to review your priorities today.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your...
05/22/2026

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

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6500 Sheridan Drive Suite 300
Williamsville, NY
14221

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