Wells Fargo Advisors

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

Max Nutkowitz, CFP®
First 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 →

Newsletters

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

More Newsletters →