Wealth Partners

The Gordon & Nutkowitz Group

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.