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American Defense Calls for Builders of the Future
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The Five Key Principles That Turned Our Six-Figure Investment Into A Ten-Figure Sale
How I created a direct-to-consumer orthodontics company worth more than $1B in four years.
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Top Posts

Innovation, Disruption, and Opportunity

Implications for investors and advisors in 2021—and beyond.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

The Uncertain Financial Futures of Athletes and Entertainers Demand Training and Discipline

How professionals with unpredictable and short-term earning windows can lock down their financial futures.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Hiring a Wealth Management Team

The important considerations for any affluent family looking to make the best and most well-informed decision...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

The Industrial Revolution in the 21st Century

Artificial intelligence, machine learning, and big data convergence creates disruption and opportunity.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Maximizing Your ­Philanthropic Impact

Create the structure needed to transform and execute your vision and legacy
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Demystifying the World of Wealth Management Through Values and ­Client Advocacy

You've sold your business. Now what?
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.


C-Suite Advisors

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Can Technology Advance Equality and Justice?

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C3: COVID, Cannabis, and Crypto

The Uncertain Financial Futures of Athletes and Entertainers Demand Training and Discipline

Branding and Innovation in the Cannabis Industry

Food and Beverage Brands Adopt D2C To Compete and Thrive

How to Protect Yourself from High-Profile Cyberattacks