Awards and Recognition
Meet Our Forbes/Shook 2023 America's Top Wealth Management Team
November 08, 2023
We are pleased to announce that The Summa Group was named to the second annual Forbes' list of the 2023 America's Top Wealth Management Teams in Private Wealth
The wealth management teams featured in this list have multiple client facing advisors and a broad range of expertise and services. Teams in the private wealth category are those that primarily focus on accounts with $10 million or higher, though minimums for related household accounts can and often are lower. The second annual Forbes/Shook Top Wealth Management Teams Private Wealth list has 100 teams with cumulative assets of more than $1 trillion. To learn more about this award please click here.
Read more from the Forbes profile on The Summa Group here.
To visit their team website, click here.
Disclosure
Awards Criteria
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.