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Who We Are

The Summa Group of Oppenheimer & Co. Inc. is not your typical financial advisor group offering wealth management services. Ranked as one of the top financial advisors in the United States by Barron’s*, Forbes and other leading financial publications, The Summa Group is experienced in serving those with considerable assets in transition due to a business sale, divorce or other large liquidity event, with asset management and estate planning services. We also serve family estates, charitable entities, and their fiduciaries.

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PUBLICATIONS
The Industrial Revolution in the 21st Century

Brian Werdesheim, Managing Director - Investments

Brian Werdesheim, Managing Director - Investments, discusses how artificial intelligence, machine learning, and big data convergence creates disruption and opportunity in CSQ Magazine.

The proliferation and integration of artificial intelligence (AI), machine learning, and big data is being called the fourth iteration of the Industrial Revolution. As with any disruptive force of this magnitude and long-term impact, there will be many winners and losers; many investment careers will be shaped by how individuals choose to participate in this revolution.

Meet the Team

Brian Werdesheim
AWARDS & RECOGNITIONS

America's Top Wealth Advisors

Brian Werdesheim, Managing Director - Investments, was named as a Best in State Wealth Advisor by Forbes | Shook. This year's Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.