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.
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.