About Us

The investment climate and personal financial needs are ever-changing. It has never been more important to stay on the cutting edge of the industry. Staying on that cutting edge takes time — and time is one thing that none of us can afford to waste.

Realizing these simple truths, Charles Auerbach and Steve Silver formed Wealth Strategies Group, Inc. in 2001.

The two partnered in this endeavor because they share a vision of financial planning services tailored to help meet the individual needs of each and every client. There is no one best financial plan — there is no client that is the same as another.

Wealth Strategies Group, Inc. is a full-service financial planning firm with combined experience in the financial services industry of more than 50 years. As independent financial and investment advisors, we can provide you with a full array of financial services and products. Our allegiance is only to you, not to a particular company, product, or service.

Wealth Strategies Group is committed to employing state of the art technology and planning tools to allow the most timely access to account information, and faster, more in-depth analysis of personal financial plans.

Of course, technology can never replace personal service. At Wealth Strategies Group, technology is employed to enhance the level of personalized service we provide. We offer you the confidence of a major firm-without the "assembly-line" service.

Wealth Strategies Group, Inc. and its personalized approach also offers specialized help in the sensitive areas of divorce analysis and estate planning. We help clients understand the financial facts of their own personal situation. Armed with these facts, our clients are better equipped to make important decisions based on reality rather than emotion.

With our commitment to innovation and information technology, our specialized services for specific financial situations, and our commitment to the individual client, we are confident that WSG can provide you with some of the best financial planning services available.

Learn More About Charles Auerbach, CFP®, CLU, ChFC, EA
  Learn More About Steve Silver, CFP®, CLU, CDFA
  Learn More About David M. Williams, CFP®
  Learn More About Our Staff



Securities offered through National Planning Corporation (NPC), Member FINRA/SIPC. Wealth Strategies Group and NPC are separate and unrelated companies.

Advisory Services offered through Wealth Strategies Advisory Group (WSAG).


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