Cynergy Data, 8001 Centerview Pkwy, Cordova, TN 38018, US

HistoryIn 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.SpecialtiesWealth 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.

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Mark VII Msas of Cordova