"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

Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Outlook

June 2025 CPI report: Tariffs are having an impact on consumer prices

July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
Fraud

How to protect yourself from debit card fraud

July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
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