Years in Practice: 25
Years with Current Firm: 25
Assets Under Management in 2017: $1.5 billion
Brian Keith Werdesheim is a founding member of The Summa Group, a financial advisor team providing wealth management services at Oppenheimer & Co. Inc. He has spent the past 25 years with Oppenheimer advising affluent individuals and families including owners and executives of private and public companies, family estates, charitable entities and the top tax and legal professionals who serve the business, athletic and entertainment community.
During his professional career, Werdesheim has been a steadfast advocate for the most pressing and mission critical needs of his clients. Unique to his skill set, leadership and influence, is his total dedication to securing his clients’ future and enhancing the quality of their lives, which extends far beyond conventional financial advisory advice. His ability to develop unwavering trust with families, who are dealing with tremendous complexity and demanding family dynamics, puts him in unique position to deliver game and often life changing solutions to their lives.