Wells Fargo Advisors

Clockwise from left:

Richard M. Gordon   
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 Planning
  • Wealth Preservation

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.
 

 

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Federal Income Tax

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

Savings Accumulation

Estimate the future value of your current savings.

Life Expectancy

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

More Calculators →

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

More Newsletters →