Wealth PartnersThe Gordon & Nutkowitz Group
Awards and Industry Recognition
Forbes
A disciplined and conservative process for retirement planning and other long-term goals
We draw on over six decades of combined wealth management experience to deliver
investment portfolio and retirement planning strategies for a select group of clients, including
high-net-worth families, corporate executives and small business owners.
First-class and premium attention
Our group prides itself on building strong and authentic relationships, bringing a genuineness to our work that is warm and welcoming. We understand that every individual's situation is unique, and we get to know our clients, learning what they feel is truly important and the impact they would like their assets to have on themselves, their families, future generations and the community around them. Our strength lies in connecting with like-minded individuals and sharing best practices and thought leadership.
Wealth planning is the foundation of our practice
We have a CERTIFIED FINANCIAL PLANNER^®^ professional on our team and we develop long-term personalized plans and portfolios for clients. Our process is consistent and highly tax-efficient, offering conservative growth, preservation of capital and retirement income streams. This focus on proactively balancing retirement objectives and other elements of comprehensive financial management enables us to address each client's holistic picture.
Rigorous portfolio construction
We take a diligent approach that examines every angle so that we may identify appropriate investment ideas. Our team hand picks high-quality securities to build tailored portfolios and leverages a blend of financial tools and modeling techniques to refine investment decisions.
Brand reputation of an industry leader
Our capabilities are backed by the fiscal strength and stability of J.P. Morgan's fortress balance sheet to help safeguard assets in various economic environments. We welcome the opportunity to plan for your financial future and be a partner in your success.
Meet Our Team
Specialist Resources
Insights
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read Now
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read Now
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read Now
How to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
Helping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowLosing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowAsset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read NowCredit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowShould you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read NowParents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowCaring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowHow to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHelping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now