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 CERTIFIED FINANCIAL PLANNER® (CFP®) certification, one of the most respected designations in financial planning.
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.
Max has spent his entire career in financial services and wealth management. 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. in Business Management and is active in the community. Formerly, he was a board member of the Kettering University Alumni Association and the Night Ministry, and is a past President of The Bond Club of Chicago. Max and his wife live in the Ravenswood neighborhood of Chicago along with their son and daughter. In his spare time, he enjoys golf and traveling.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
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April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now