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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.

Meet the Team

Brian Werdesheim

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.