Wealth Strategies Group, Inc

Specialties

Wealth Strategies Group is a privately owned financial planning firm focused on helping discerning investors who value impartial advice, targeted strategies, and extraordinary access to today’s vast market of financial products and services. From wealth building to retirement income, estate and legacy planning, we’re confident we can help clients overcome the anxiety and challenges imposed by taxes, inflation, and even longevity.

Securities offered through LPL Financial, Member FINRA/​SIPC. Investment advice offered through Advantage Investment Management (AIM), a registered investment advisor. Advantage Investment Management (AIM) and Wealth Strategies Group, Inc. are separate entities from LPL Financial.

History

Established in 2001.

In 2001, Charlie Auerbach founded Wealth Strategies Group, Inc. as a full-​service financial planning firm dedicated to providing successful executive, professional, and business owner clients with impartial advice and targeted strategies. As an independent financial advisor registered with LPL Financial, Charlie is deeply committed to ethically guiding his clients through the maze of long-​term investing and financial planning. Forty years of experience in accounting, tax compliance, and financial services have given him valuable insight into the challenges faced by higher net worth individuals and families.

Meet the Business Owner

Charlie A.

Business Owner

Charlie is a Certified Financial Planner™ Practitioner, Chartered Financial Consultant®, Enrolled Agent with the IRS, and Accredited Tax Advisor. In 2009 he was featured among Business Week’s Top 50 Independent Financial Advisors. For the past three consecutive years he has been named among the Memphis area «Power Players» by MBQ: Inside Memphis Business, a list that recognizes outstanding professionals who have built solid reputations in their field.

Prior to forming Wealth Strategies Group in Cordova, Tennessee, Charlie co-​founded Jaffe Auerbach Advisory Group and served as its Chief Operations Officer until 2001. Between 1983 and 1994, he worked as Due Diligence Officer at Morgan Keegan in Memphis. A native of Brooklyn, he graduated in 1971 with a Bachelor of Science in Accounting from Brooklyn College in New York. His first positions were with the IRS in New York, New York and included Revenue Agent, Audit Reviewer, and Appellate Conferee.