The Summa Group

Phone: (310) 446-7100

Toll Free: (800) 421-4314

Fax: (310) 446-7406

10880 Wilshire Boulevard, 24th Floor
Los Angeles, CA 90024

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SUMMA Group Overview

With Wealth Comes Great Responsibility

At The Summa Group we are passionate advocates for our clients, their families, and their legacy.


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.

*2014 Barron's Top 100 Financial Advisors: Criteria was based on thousands of filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

Licensed in the following state(s): AL, AZ, CA, CT, DE, FL, GA, HI, ID, IL, KY, MD, MA, MI, MN, NV, NJ, NY, OH, OK, OR, PA, TX, WA


  • 401(k) Plans
  • 529 Plans
  • Equity and Fixed Income Strategies
  • Estate and Succession Planning Strategies
  • Exchange Traded Funds
  • Financial Planning Services
  • Insurance and Annuities
  • Mutual Funds
  • Options
  • Private Equity1
  • Professional Money Management
  • Retirement Planning Services
  • Trust Services2
  • Wealth Management Services