Charles Auerbach, CFP® , ChFC, CLU, EA is president and founder of Wealth Strategies Group in Memphis, TN. In 2001, he founded WSG 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 advisor, 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.