Nathan Shaffer Bio Headshot

Nathan M. Shaffer,

WMS, AAMS® Financial Planning Consultant

Nathan is a dedicated wealth management advisor with a genuine passion for helping people navigate their financial journeys. He takes an approach that is rooted in personalized guidance, tailoring financial strategies to each individual’s unique circumstances and aspirations. He firmly believes that financial well-being is not just about numbers; it’s about empowering you to make informed decisions that align with your needs, wants, and wishes. Whether you’re planning for your future, seeking to optimize your investments, or aiming to secure your family’s financial legacy, he’s here to provide guidance and support every step of the way. Nathan holds his Series 7 & 66 securities licenses.

Prior to joining Concierge Wealth Management, Nathan worked at Morgan Stanley. While there, he partnered with numerous advisors across SWFL primarily focusing on comprehensive financial planning. As he transitioned to Raymond James, his focused expanded to include a comprehensive software program, Goal Planning and Monitoring. This has further equipped him with valuable skills & knowledge in the financial planning area.

In his free time, Nathan loves to spend time with his wife, daughter, and two dogs. He enjoys cooking up a delicious meal, spending time with close friends, and enjoying what nature has to offer.