Max NutkowitzMax Nutkowitz, CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Max
Max Nutkowitz is an Executive Director, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
As a member of The Gordon & Nutkowitz Group, he creates and manages investment portfolio strategies for high-net-worth clients, corporate executives, institutions, small business owners and retirees. Max holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, one of the most respected designations in financial planning. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
With 25 years of experience as a Wealth Advisor, Max maintains a conservative and consistent investing process that emphasizes capital preservation and long-term goals. He believes in dedicating his time and resources to a select group of clients, allowing him to develop deeper relationships and offer exceptional and personalized service.
Max brings a disciplined style to tailored portfolio management, developing individual plans for each client and creating approaches based on their objectives. This allows him to select among the suitable investments that are available and to be tax efficient. He also focuses on creating income for retirees and believes that retirement goals should be a key element of any financial plan, whether you are still working, considering your options, or are already retired.
Working across multiple generations, Max takes a family office approach to his relationships and consults closely with clients’ CPAs and attorneys as part of his comprehensive wealth management methodology. He personally finds it fulfilling to help individuals pursue their goals and have the comfort of knowing they have a plan in place.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
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