By Antonio Porretta
There’s no doubt about it, finances are complicated. But complications aside, most of us recognize and understand how important it is to manage our finances well and plan for the future. The problem lies in knowing where to start and who to trust.
At Blackbridge Financial, we believe that you deserve the opportunity to pursue your personal financial goals and have a financial professional by your side who has the proper skills, knowledge, objectivity, and motivation to help you avoid common pitfalls and to make prudent decisions. We want to fill this role for you.
What We Do
Blackbridge Financial is a comprehensive wealth services practice where it’s professionals help people create, distribute, and preserve their wealth. No matter what it is you need, we provide personal service and tailored advice. In addition to financial services, portfolio management, and corporate services, we specialize in helping professionals evaluate their options for all of the 401(k) plans that they’ve accumulated during their career and assisting small business owners with retirement income planning.
Who We Serve
While we serve a broad range of clients, many of them are hardworking people who value exceptional service and a personal relationship. Regardless of their vocation or age, each client is special to us because they have entrusted us with the privilege of guiding them through one of the most important areas of their life. We do not take this responsibility lightly and strive to show our clients the respect they deserve.
The Blackbridge Financial Difference
We believe our clients work with us for many different reasons. For one, they benefit from a level of personal service, communication, and attention that is often reserved for the ultra-wealthy. When they work with us, their thoughts, concerns, and dreams are not only heard but provide the foundation for personalized and effective strategies tailored just for them. Second, we offer simplicity in an area that is often rife with complications. We make the complicated simple and help our clients pursue a level of comfort with their money they may not otherwise experience.
More than anything else, we hope to offer our clients a long-term relationship and unmatched personal service. In a world of automation, we believe that people make the difference. Our goal is for each and every client to feel comfortable when working with us, and we commit to building that trust with you as we guide you through life’s storms and partner with you to work toward your goals.
Take The Next Step
Do you seek a financial advisor you can trust to be honest and objective? Are you tired of leaving confused about your money after meeting with your current financial advisor? Experience the difference a relationship with Blackbridge Financial can make for you and your family. Reach out to us at firstname.lastname@example.org or call 704.960.9646 to schedule a free introductory meeting.
Antonio Porretta is an independent wealth manager at Blackbridge Financial with 18 years of experience. He specializes in helping people create, distribute, and preserve their wealth. Antonio received an executive MBA from Saunders College of Business at Rochester Institute of Technology in 2007 and also holds the Accredited Asset Management Specialist (AAMS®) designation. Originally from Rochester, NY, Antonio has been a resident of Harrisburg, NC, since 2007. Outside of work, he enjoys playing soccer and tennis, coaching, and spending time with his wife, Laura, and their children, Cristiano, Victoria, and Matteo. To learn more about Antonio and how he can make a difference in your financial life, visit www.blackbridgefinancial.com.
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