Actions have consequences thats the basis of free market economic theory and the guiding force that drives our proprietary investment management process. Our team offers holistic wealth management strategies that go beyond investing to encompass other dimensions of your financial life. This includes: A comprehensive approach designed to create a wealth plan tailored to your needs, wants and desires that serves as a navigational guide to reaching your financial goals. Advisor-managed, fee-based portfolio management that features a patient, disciplined, value-oriented approach based on the fundamentals structured to meet your specific risk tolerances and return objectives. Collaboration and open communication with your tax professional, estate planning attorney and your family to help ensure a coordinated financial strategy. A passion for helping people make palpable progress toward even their most challenging financial goals. A boutique ideology that is backed by the extensive resources of Morgan Stanley, one of the worlds most respected financial services firms. The Huddleston/Jacobitz/Blair Wealth Management Group is a multi-generational team of experienced, educated and credentialed Financial Advisors - CFA Charterholders: Aron Huddleston & Andy Jacobitz, David Blair, Bob Forrest and CERTIFIED FINANCIAL PLANNER: Nick Nalbach. We invite you to learn more about us and how we can help your family ease the burden of financial decision making. Let us use our experience and intellectual capital so you can focus on what matters most to you. Call us at 402-399-6190. Areas of focus: Professional Portfolio Management, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management, Investment Research, Mutual Funds, ETFs, 401(k) Rollovers, Investment Education, Small Business, Financial Planning, Retirement Income Strategies, Insurance, Goals-based Planning, Holistic Planning, 529 Plans, Alternative Investments, Trust Accounts, Estate Planning Strategies, Endowments and Foundations. Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate thirdparty corporate trustee. 