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
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 Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.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 NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now