WHAT MATTERS TO US
At Wealth Strategies Group, we embrace a mindset of purposeful wealth. While all financial advisors are driven to help clients build and maintain wealth, our intention goes beyond the tangible. For us, it's ultimately about people rather than just portfolios.
We utilize our expertise and resources to help you make the most of your financial situation - so that you are in a position to celebrate, nurture, and invest in the people and passions that matter most to you.
WHAT MAKES US UNIQUE
With so many reputable financial firms and advisors to choose from, you may be wondering - what makes Wealth Strategies Group unique? We believe that all comes down to the authenticity and integrity of our team, as well as the "how" and the "why" behind what we do.
Our highly-reputable team of professionals has more than 60 years of combined experience and multi-faceted areas of expertise, giving us the ability to advocate for our clients in all matters pertaining to wealth.
We have the comprehensive resources of a large firm, yet we're small and mighty. Our size allows us to operate like a small-town business when it comes to accessibility, relationships, and service. We get to know our clients on a personal level throughout the wealth management journey.
As independent advisors, we avoid the constraints and conflicts of interest inherent in most traditional brokerage models. Our investment services model is fee-based rather than commissioned, and we are not beholden to any particular funds or programs. This enables us to take a completely objective approach when evaluating the unique needs of each client.
From financial planning, to portfolio management, to legacy planning, we take a comprehensive approach to wealth management. We are well-connected with legal and accounting professionals, whom we have the ability to bring in for consultation as needed.
We also welcome the opportunity to collaborate with any professionals that you may already work with as part of your financial services team.
Even though we're "numbers" people, we're able to bring creativity and new ways of thinking into our approach. We always seek to uncover opportunities and solutions that many advisors overlook or may not have the experience to recognize.
One of the biggest advantages we provide is access to a vast array of financial products and services - particularly non-traditional opportunities that generally may not be available elsewhere. This access, combined with our resourcefulness, enables us to create a one-of-a-kind financial plan for each client and to add value that makes a difference.
ABOUT OUR FIRM
Founded in 2001, Wealth Strategies Group is an independent financial advisement firm located in Collierville, Tennessee.
We help high-net-worth individuals, families, and business owners build, optimize, and preserve wealth through sophisticated planning, investment, and tax efficiency strategies. Our ultimate goal is to add value to your long-term financial well being as a result of our experience, expertise, and resources.
Founder & President
CFP®, ChFC®, CLU®
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. Charlie offers his client tax-efficient and alternative investing strategies.
His prior experience includes Due Diligence Officer at Morgan Keegan in Memphis and 11 years with the IRS in New York City as a Revenue Agent, Audit Reviewer, Audit Manager, and Appellate Conferee.
Charlie is a Certified Financial Planner™, Chartered Financial Consultant® and Chartered Life Underwriter®. In 2009 he was featured among Business Week’s top 50 most experienced independent Financial Advisors. He has consistently 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.
After a successful career in the medical device industry working for both a Fortune 500 company and a venture-backed startup, Stephen chose to follow his passion of helping others achieve financial independence by pursuing a career in the financial services industry beginning in 2010.
He joined Wealth Strategies Group as an advisor in November of 2015 and specializes in financial planning and portfolio management. Stephen works with clients to develop a comprehensive, personalized financial plan to bring clarity to what is important, protect what has been accumulated, and grow for what is needed for the future.
He has previously served on the boards for the University of Memphis Fogelman College of Business and Memphis Entrepreneurship Academy.
A native of Collierville, Stephen is the proud father of two daughters and has deep roots in the community. His great-grandfather was a local businessman, and his grandfather was an entrepreneur who owned a car dealership, served as the president of a local community bank, and also served as the town’s mayor. His father continued the banking tradition and served in many volunteer and leadership roles with the community. His favorite childhood memories include riding his bike to Super D’s on the town square for an ice cream treat and attending Fair on the Square.
Bruce spent almost 25 years with FedEx Express. The last ten years of his career serving as a Senior Financial Analyst in the Air Operations Fleet Planning Division, where he was responsible for budgeting and long-range outlook planning for domestic and international air operations. In 2012, he transitioned to a role within UBS Wealth Management. After three years of serving C-suite clients and applying a financial planning approach to money management, he made the decision to join Wealth Strategies Group in 2015. His motivation was the same as the co-founders – to move from a traditional firm to one that favors a more personalized, unbiased approach to investment advice.
Bruce specializes in financial and tax planning for business owners, executives, and retirees, bringing his initiative and ingenuity to help create customized plans for individual and business clients.
Principal - Kansas City Office
CFP®, AWMA®, MBA
After spending the first decade of his career in corporate finance, Andrew transitioned to investment advising and bespoke planning. As a Certified Financial Planner, he has spent the last 10 years advising clients, with an emphasis on superior customer service and achievement of client investment and planning goals. Additionally, he has the unique capability of working with small business owners on non-traditional wealth building strategies, including capital raises through exit strategies.
Andrew's investment philosophy is centered around technical trading, ensuring liquidity, reducing volatility, and providing superior financial planning capabilities through advanced investment management, insurance, and estate planning strategies. He also utilizes PPLI structures in bringing creative solutions to complex planning situations.
He received a BS from Kansas State University with honors and an MBA from the University of Missouri-Kansas City with honors.