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By Charlotte Underwood
JACKSBORO, TN (WLAF)- Well-known local Financial Advisor Zach Sheets has started his own independent office, Volunteer Wealth Management and Investments, located at 2707, Jacksboro Pike, Suite 12, across from Charley’s Pizza.
TOP PHOTO: Financial Advisor Zach Sheets welcomes you to visit him at his office at 2707 Jacksboro Pike, Suite12, or call him at 865.242.6208 or at 423.209.0711. You can also email him at zsheets@osaicwealth.com. Sheets has 14 years financial advisor experience.
Whether you’re looking to start or review your current business or individual retirement plan, college savings plan, wealth and estate plan, life or long-term care insurance, or just to get your finances on track, financial advisor Zach Sheets can help. With 14 years’ experience as a financial advisor with Edward Jones, Sheets is now an independent advisor and can now offer a broader and more affordable array of investment options for the client while providing a much more comprehensive spectrum of financial planning and wealth management solutions to fit all needs.
Sheets has his business “up and running” and said he can “meet with new clients at any time.”
Volunteer Wealth Management & Investments is affiliated with Osaic Wealth Management, operating under Bridgehead Financial Group. Investments are protected under Securities Investor Protection Corporation (SiPC).
“I decided to step forward and operate my own wealth management firm to provide more options and better service for my clients while working through one of the largest firms for independent financial advisors with the best technology and investment options,” Sheets said.
Certified as an Accredited Asset Management Specialist, a Chartered Retirement Planning Counselor, a Chartered Retirement Plan Specialist and now a Chartered Financial Consultant, Sheets has the financial background to help find the best plan to fit your needs.
He wants people to know that it doesn’t cost anything to make an appointment and come in for financial advice or discuss savings and/or investment plans. He can even help with budgeting services at no cost.
“Everyone thinks it costs a fortune to come to a financial advisor, but that’s not how it works,” Sheets said, explaining that it only costs to make investments and the cost is “quite low.” He also said, in his new independent financial advisory position, that he can “save” his clients money, all while providing the same exceptional service.
Sheets can help with establishing budgets and emergency savings plans as well if you’re not financially ready for an investment.
“We’re in this to build relationships. Whatever your future plans are, having a financial advisor on your side can help,” Sheets said.
As a financial advisor, Sheets is eager to help local residents achieve their financial goals.
There are different plans for all income and investment levels, according to Sheets. He treats “all of his clients with respect and integrity” and maintains a “no pressure environment.”
“If you can just invest $50 to $100 a month, we can work with you. You can come in and get an understanding of where you are financially at no cost. I’m going to give clients the best advice and always do what’s best for them,” Sheets said.
Sheets is active and invested in the community; he serves as president of the local Habitat for Humanity, serves as Assistant District Governor for Rotary International, Chairman of the Campbell Enhancement Fund, and is a Little League Board member. He is also still part of the Campbell County Chamber of Commerce and plans to have a ribbon cutting at his new office location after signage is installed on the building.
“I will continue to work in and focus on Campbell County and the residents of this wonderful community. I thank this community for voting for me as the best financial advisor for so many consecutive years and, in general, for the support in the past,” Sheets said.
He also said he wants to help residents with their financial dreams and goals and help “guide their financial future with integrity.”
“I can help determine the most appropriate financial strategy for you and your family and one that provides you with many options and opportunities along the way to retirement,” Sheets said.
He welcomes you to visit him at his office at 2707 Jacksboro Pike, Suite12, or call him at 865.242.6208 or at 423.209.0711. You can also email him at zsheets@osaicwealth.com. (WLAF NEWS PUBLISHED-04/25/2025-6AM)