Antonio V. Porretta, MBA, AAMS®
Independent Wealth Manager
Blackbridge Financial
Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last.
Services include but are not limited to:
*Retirement Income Planning
*Portfolio/Investment Management
*Asset Allocation
*401(k) Distribution Strategies
*Insurance/Long Term Care Planning
Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you.
Personal Service. Tailored Advice.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.
Antonio V. Porretta, MBA, AAMS®
Independent Wealth Manager
Blackbridge Financial
Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last.
Services include but are not limited to:
*Retirement Income Planning
*Portfolio/Investment Management
*Asset Allocation
*401(k) Distribution Strategies
*Insurance/Long Term Care Planning
Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you.
Personal Service. Tailored Advice.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.
General Information |
| Firm Start Year: | 2011 | |
| No.of Employees: | 100-499 | |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | CA,FL,GA,NC,NH,NY,MS,TN,others as needed. |
| Number of Years with Current Firm: | 8 |
| Work with the following types of clients: | Families, Individual Investors, Businesses |
| Advisory Services Provided: | 401K Rollovers, Estate Planning & Trusts, Financial Planning for Businesses, Insurance Planning, Wealth Management, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Financial Advice & Consulting |
Services |
| Investment Types: | Insurance, Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities |
| Can meet clients in the following ways: | Video Conference, Your Home, Your Office, Via Phone, Via Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Accident, Life, Long Term Care, Variable Annuity, Annuity |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
Education |
| MBA |
Rochester Institute of Technology
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Financial Services |
Financial Advice & ConsultingComprehensive financial planning is a process, not a product. We work hard to foster confidence through the anticipation of your needs, development of contingency plans to deal with uncertainty, management of risk exposure, tax minimization and by helping you work towards your overall financial objectives. We bring clarity, focus, simplicity and efficiency to your financial plan. |
Financial Planning for IndividualsComprehensive financial planning is a process, not a p product. We work hard to foster confidence through the a anticipation of your needs, development of contingency p plans to deal with uncertainty, management of risk e exposure, tax minimization and by helping you work towards y your overall financial objectives. We bring clarity, focus, s simplicity and efficiency to your financial plan. |
Financial Planning for BusinessesComprehensive financial planning is a process, not a p product. We work hard to foster confidence through the a anticipation of your needs, development of contingency p plans to deal with uncertainty, management of risk e exposure, tax minimization and by helping you work towards y your overall financial objectives. We bring clarity, focus, s simplicity and efficiency to your financial plan. |
Portfolio ManagementYour portfolio should be built on your values, goals, and risk tolerance, not just current market trends or accepted generalized strategies. We work with you to discover your goals, both short-term and long-term, and implement investment strategies to get you where you want to be. |
Retirement PlanningIncome planning is a critical element of a solid retirement strategy. A primary financial goal is to have a consistent and reliable stream of income that will last through retirement. We can help you address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last. |
401K RolloversWhen it comes to your finances, you shouldnt be scrambling to keep track of multiple accounts in various places. Chances are likely that you have multiple retirement accounts from different employers. Consolidating these accounts can simplify your financial plan, reduce fees, and help you organize your portfolio allocations. We can help you transfer and consolidate your 401(k)s so you can see all your retirement savings in one place. |
Insurance PlanningInsurance helps you cover the risk you cant afford to take on yourself. We will help you mitigate risk through the use of insurance products, making sure you understand your options. If you are already covered, we can evaluate your current policies for adequacy, determine cost-effectiveness, and conduct beneficiary reviews as part of a well effectiveness, and conduct beneficiary reviews as part of a well-developed risk management plan. |
Estate Planning & TrustsA properly coordinated estate plan can help minimize taxes and maximize control. We strive to accomplish your legacy desires and will work with your attorney to ensure compatibility with your overall objectives. |
Investment Advice & ManagementYour portfolio should be built on your values, goals, and risk tolerance, not just current market trends or accepted generalized strategies. We work with you to discover your goals, both short-term and long-term, and implement investment strategies to get you where you want to be. |
Wealth ManagementDistinctive guidance for significant wealth. We provide exceptional financial guidance and personalized service in alignment with LPL Financial. |
Risk managementInsurance helps you cover the risk you cant afford to take on yourself. We will help you mitigate risk through the use of insurance products, making sure you understand your options. If you are already covered, we can evaluate your current policies for adequacy, determine cost-effectiveness, and conduct beneficiary reviews as part of a well effectiveness, and conduct beneficiary reviews as part of a well-developed risk management plan. |
Faqs |
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Do you have a customer satisfaction or refund policy? It is my personal goal to ensure each client benefits from the highest level of Personal Service and Tailored Advice |
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Why should I choose you as my financial advisor? With nearly 20yrs of experience , an MBA from an accredited Institution, and the Accredited Asset Management Specialist designation from the College of Financial Planning, I am ready to serve you! |
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What are your qualifications? What is your education background? My approach is based off your personality and your goals. It is my passion to assist you through education and exploration so that you and your family can have a comfortable financial future. |
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How do you charge for your services? I offer a full array of Financial Planning, Retirement Income Planning, Investment Management, and Insurance. |
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How much risk should I be willing to take? This is customized based on each individual client relationship. |
Disclaimer |
| Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
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Sat. | 9:00 AM - 1:00 PM |
| Albemarle | Belmont |
| Charlotte | China Grove |
| Concord | Cornelius |
| Davidson | Denver |
| Huntersville | Indian Trail |
| Kannapolis | Landis |
| Locust | Matthews |
| Mc Adenville | Midland |
| Monroe | Mooresville |
| Mount Holly | Mount Pleasant |
| Pineville | Salisbury |
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