By Antonio Porretta
If you pause and think about the most important things in your life, there’s a good chance that family, health, and having a sense of purpose rise to the top of your list. We all know that money is a priority, but perhaps it doesn’t rise as high as the others. Even still, its importance is real because money impacts every part of life. Money can be a powerful tool that offers the freedom to make choices, live life on your own terms, while offering peace and stability to your chosen lifestyle.
Partnering with a financial advisor can be one of the most important steps a person takes toward a stable financial future. Managing the complexity of one’s financial portfolio can be an overwhelming task, which is where a trusted financial professional can step in to offer objective advice. The support they provide can make the overall process more manageable as both parties form a long-standing relationship.
You may be wondering: How can I find an advisor I can trust and with whom I’ll want to work long-term? At Blackbridge Financial, we understand these questions and how intimidating it can be to make the choice that’s right for you. Entrusting your hard-earned money is not a decision to be taken lightly. Knowing this, we feel privileged to have the chance to serve more families, businesses, and individuals who considerately choose to allow us to be a part of their financial journey.
Our clients continue to be our top priority, and we value the relationships we build with them. We are always open to meeting new clients, and are grateful for your referrals. We humbly welcome the chance to connect with new clients who may benefit from our knowledge and service to them. Your confidence in our company helps us continue to serve more people, which is an integral part of our continual growth as a team.
The Blackbridge Financial Difference
We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. We believe so many people have referred others to us for a few different reasons:
- A personalized real-world approach. No two clients will be exactly the same, and neither will their financial needs. That’s why we create a plan focused on your unique financial goals. We take the time to outline a customized strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
- A long-term commitment. We recognize that financial planning and investing is not a static process. Life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the resources and continuous management necessary to keep you working toward your goals.
- A dedicated team. As seasoned professionals, we strive to maintain a high-touch and personalized experience, and to help our clients simplify complex decisions about their money. With a dedicated team of professionals on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.
The People We Serve Best
At Blackbridge Financial, we strive to partner with you and help carry your financial burden, aiming to make your wealth work for you, not the other way around. Because we like to form trusted and close relationships with our clients, we also strive to work with people whom we believe we can best serve, specifically pre-retirees and professionals looking for guidance on how to maximize their long-term finances. Delegate your financial matters to a professional you can trust so you can simplify and focus on what’s important.
We Always Have Time to Lend a Helping Hand
We understand that life can be complex and stressful, and financial matters can add to that burden. We’re here to simplify the complex and help bridge your life with your finances—so you can experience a greater overall sense of peace, clarity, and lasting stability. Our team is dedicated to providing personalized attention and care to help free up your time and take financial matters off your plate. If you know anyone else who needs objective advice, we’re never too busy to help.
We hope you’ve enjoyed working with our firm, and we’d love to have the opportunity to work with your friends, colleagues, and family members too! If you think they could benefit from our services, please consider sharing this article with them. If they’d like to take the next step, they can reach out by emailing me at antonio.porretta@lpl.com or call 704.960.9646 to get started.
About Antonio
Antonio Porretta is an independent wealth manager at Blackbridge Financial with over 20 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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.