Wells Fargo Advisors

Richard M. Gordon  (far right)
Senior Vice President - Investments

Max Nutkowitz, CFP®
Vice President - Investments

Judith Johnson     
Senior Registered Client Associate

 

 

 

 

Our team is part of the Wells Fargo Advisors office in downtown Chicago, Illinois.  Richard Gordon and Max Nutkowitz have over 40 years combined experience helping people invest their money for the future.  We follow a disciplined and conservative approach to investing and planning.

Welcome to our Web site, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals.  We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

We created this Web site to help you gain a better understanding of the financial concepts behind:

  • Investing
  • Retirement
  • Estate Strategies
  • Wealth Preservation Strategies

Most importantly, we hope you see the value of working with us to pursue your financial goals.

Click here to see our list of upcoming seminars, and to reserve a seat online.
 

Richard M. Gordon and Max Nutkowitz have been named two of Chicago Magazine's "2011 Chicago Five Star Wealth Managers" as selected through an independent survey to identify wealth managers who scored the highest in overall client satisfaction.  Max Nutkowitz was also named in 2010.  

 

The Survey was conducted by Crescendo, as an independent third-party research firm.  They surveyed 237,000 consumers of the magazine and 14,500 Financial Service Professionals to evaluate the candidates in the Chicagoland area as the 2011 FIVE STAR Wealth Managers scoring highest in overall satisfaction .  The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, recommendations and overall satisfaction.  After survey results are tallied they take the top scoring candidates which represent less than 7% of their market and forward to a panel to further review a sample of the selection.  Only wealth managers with five years of experience in the financial services industry are considered.

The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the financial adviser’s clients.

The rating is not indicative of the financial advisor’s future performance.

Wealth Managers may or may not use discretion in their practice and therefore may not manage their client’s assets.

Please keep in mind that working with a FIVE STAR Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected Wealth managers will be awarded this accomplishment by Crescendo in the future. 

For more information on the rating methodology, go to www.fivestarprofessional.com/wmresearch/.

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Accumulation

Estimate the future value of your current savings.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

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For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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