Max NutkowitzMax Nutkowitz, CFP®Executive DirectorWealth Advisor
About Max
Max Nutkowitz is an Executive Director and Wealth Advisor with 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 CFP® credential, one of the most respected designations in financial planning.
With over 20 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 portfolios based on their objectives. This allows him to select suitable investments available and be tax efficient. Max also focuses on creating income for retirees. He 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.
Max enjoys working across multiple generations, and takes a family office approach to his relationships. He consults closely with clients' CPAs and attorneys as part of his comprehensive wealth management methodology. Max personally finds it fulfilling to help his clients pursue their goals, and have the comfort of knowing they have a plan in place.
Max has spent his entire career in financial services and wealth management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and was recently named a Five Star Wealth Manager1 by Chicago Magazine. Prior to joining J.P. Morgan in 2015, Max spent 18 years at Wells Fargo Advisors where he attained the title of First Vice President.
Max graduated from Kettering University with a B.S. degree in Business Management and is active in the community. He is on the Board of Directors at the Kettering University Alumni Association and was a past President of The Bond Club of Chicago. He and his wife live in the Ravenswood neighborhood of Chicago along with their son and daughter. In his spare time, Max enjoys golf, tennis and traveling.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
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Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now