We are founded on education. We are teachers at heart, and the desire to educate underlies our ongoing work with clients. We help remove the mystery of capital markets and empower our clients with the knowledge and strategies to achieve their financial goals.
We develop through service. We are always prompt and accurate in our processes, and we value the deep connections that can come from offering excellent service. We do everything we can at every turn to exceed client expectations by providing truly outstanding client services.
We facilitate financial confidence. As we educate our clients and develop the relationship through good service, the end result is continuous financial confidence.
We provide personal income solutions to help you address your needs today and to meet your long-term financial objectives. We are a dedicated team working with a small group of clients so that we can bring our very best to each individual. If this type of partnership would support your financial goals, please reach out and schedule a conversation.
Our Team
John Nail graduated from West Point, in the top 10% of his class, with a degree in Economics. He is a veteran who left the Army as a Captain, an avid Ironman triathlete, and a golfer. John is happily married to his wife, Caroline, and has two sons, Jack and Charlie.
John has received his Series 7, Series 66, holds Life and Annuity Insurance Licenses, and is a Certified Financial Planner practitioner. As an original founder of SageSpring Wealth Partners and the founder of the Nail Wealth Team, John is responsible for shaping and executing the team's vision and providing strategic leadership across the firm.
Jake Powell is a long-time resident of the Middle Tennessee area, growing up in Cookeville. Jake is an avid golfer and runner who enjoys traveling with his wife, Hannah, and their dog, Ryman.
Jake attended the University of Tennessee where he graduated Summa Cum Laude with a Bachelor of Business Administration in Economics. He has earned Series 7 and 66 licenses and Certified Financial Planner and Enrolled Agent certifications.
Jake has been with the Nail Wealth Team for over 12 years where he plays a key leadership role. He ensures seamless coordination across the team while developing comprehensive financial strategies and building long-term relationships.
Kerry Oakley is a Nashville native, golfer, avid sports fan, and a supporter of the Tennessee Titans and Nashville Predators. He and his wife, Nola, have two daughters, Reese and Elle, who enjoy spending time outdoors with their dog, Tater.
Kerry is a graduate of Lipscomb University, with a degree in Business Administration with a concentration in Financial Management. On the Nail Wealth Team, Kerry serves clients with a dedicated and collaborative approach to implementing their investment strategies. He is passionate about building new relationships and bringing families closer to their financial goals.
Raised in Canton, Ohio, Jake Byers moved to Nashville to join the Nail Wealth Team, though he enjoys visiting his parents, brother, and sister back home. A passionate football fan, Jake spends his time away from the office at the gym or exploring the Nashville area.
He attended the University of Dayton, where he earned a Bachelor of Science in Business Administration, majoring in Finance with a minor in Accounting. He has obtained his Series 65 and supports the Nail Wealth Team by providing thorough financial analysis, operational support, and attentive service, ensuring that clients receive thoughtful, well-informed guidance.
2004
5-9 Employees
Fidelity, Charles Schwab
TN
Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors
Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Long Term Care, Health, Life
Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Mutual Funds, Alternative Investments
Your Office, Email, Phone, Our Office, Our Offices, Video Conference
Fee-Only
$250K+
Based on Assets
Yes
1. We are long-term owners of businesses, as opposed to speculators on the near-term trend of stock prices.
2. America's most consistently successful companies are innovating. These businesses have typically surmounted previous market highs despite the fact we encountered short-term market volatility.
3. The economy cannot be consistently forecast, nor the market consistently timed. Thus, we believe that the highest-probability method of capturing stocks' long-term return is simply to remain invested all the time.
4. We've learned over the past 20+ years that anticipating (or reacting to) current economic or political events/trends always fails in the long run.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
