"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

April 2025 inflation rate lower than expected: What this means for investors

May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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