"Their process is consistent and highly tax-efficient, offering conservative growth, preservation of capital, and retirement income streams."
The Gordon & Nutkowitz Group

The Gordon & Nutkowitz Group

"Their process is consistent and highly tax-efficient, offering conservative growth, preservation of capital, and retirement income streams."

Awards and Industry Recognition

About The Gordon & Nutkowitz Group

Welcome

The Gordon & Nutkowitz Group draws on its nearly six decades of combined wealth management experience to deliver investment portfolio and retirement planning strategies for a select group of high-net-worth clients, corporate executives and small business owners.
The Group's process is consistent and highly tax-efficient, offering conservative growth, preservation of capital and retirement income streams. By taking a long-term approach and developing a personalized plan and tailored portfolio for each client, the Group strives to balance retirement objectives and comprehensive financial management. The Group's focused style allows it to hand-pick the most suitable investments to help pursue individualized goals and objectives.
The partners of the Group, Richard Gordon and Max Nutkowitz, CFP®, were recently named Five Star Wealth Managers^1^ by Chicagomagazine. To earn this award, they were subjected to a vigorous research and evaluation process, and were selected for providing quality service to their clients. The Group prides itself on building deep and intimate relationships, bestowing first-class and premium attention to manage the wealth of many of its clients over multiple generations.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Outlook

US inflation print increased less than expected in May: Here’s what that means for investors

June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Outlook

US adds 139,000 jobs in May, showing gradually moderating labor market

June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
Markets

All eyes on DC: 3 things investors should watch

June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
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