Charlie Auerbach

Charlie founded Wealth Strategies Group (WSG) in 2001 as a full-service financial planning firm serving executive, professional, and business owner clients. 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. Wealth Strategies Group became part of MAS Advisors in 2019 in order to expand its client offerings and enhance tax-efficient investing strategies. Charlie is now a Managing Director of the firm and a member of the Management Committee and Investment Committee.

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His prior experience includes Due Diligence Officer at Morgan Keegan in Memphis, founding Jaffe Auerbach Advisory Group as a Revenue Agent, Audit Reviewer, and Appellate Conferee with the IRS.