Antonio V. Porretta
Blackbridge Financial

Tel: (704) 960-9646
*
Harrisburg, NC 28075

About Blackbridge 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
I work with the following types of clients:   Families , Businesses , Individual Investors


Services

Investment Types:   Annuities , Bonds , Mutual Funds , Stocks , Insurance , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via email , Via phone , At your home , At your office , Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident , Long Term Care , Variable Annuity , Life , Annuity


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $250,000


Education

MBA  Rochester Institute of Technology
-



Faqs

  • 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
  • What are your qualifications? What is your education background? 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!
  • What is your approach to financial planning? 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.
  • What services do you offer? I offer a full array of Financial Planning, Retirement Income Planning, Investment Management, and Insurance.
  • How much risk should I be willing to take? This is customized based on each individual client relationship.
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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.

Antonio V. Porretta

Antonio V. Porretta

AAMS®


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.

see more

My Services


Financial Advice & Consulting

Comprehensive 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 Individuals

Comprehensive 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 Businesses

Comprehensive 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.


Communities Served

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

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 1:00 PM

Social Networks


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