The Summa Group | Oppenheimer & Co. Inc.

10880 Wilshire Boulevard
23rd Floor
Los AngelesCA90024

[email protected]

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.

With a sharp focus on client advocacy and team values we deliver a transcendent experience for our clients that addresses the many challenges and complexities they face as a result of increased wealth and responsibility.

We believe the shared value system between our team and our clients creates a bond and a collective buy in necessary to build sustainable and long term relationships and high impact outcomes.

We believe each and every client we serve has a unique relationship with money and wealth and the more we understand the people and experiences that impacted this relationship, the better prepared we will be to help along their journey.

Ranked #32 in Forbes’ list of America's Top 100 Wealth Management Teams

From all of us at the Summa Group, we would like to express our deepest gratitude for the continued and unwavering trust that has been demonstrated by our clients, family, and fiduciary network. Without this support our success would not be possible.

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PODCAST: THE SUMMARY

Stories and Lessons in Philanthropy

In The Summary, Brian Werdersheim shares his views, insights, and wisdom gained during his notable career. Brian also discusses transparency, authenticity, and humility – attributes that contribute to the Summa Group's success.

In this episode, Brian explores best practices and the challenges among givers today, he sheds light on social impact investing, and uncovers how to instill the values of philanthropy in young people. Brian draws on various experiences from sitting on boards of philanthropic organizations to making strategic gifts; he also guides listeners on how they can make a meaningful impact with their time, pocket book, or both.

Listen on Spotify, Apple Podcast, or Google Podcast.

Stories and Lessons in Philanthropy

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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.