By Antonio Porretta
Many different people will play many different roles throughout your life. Some will play fairly casual, low-impact roles and others will be far more prominent. As your financial advisors, we understand the significance of the role we play in the lives of the families we serve. Thus, we understand the importance of building long-lasting relationships in addition to providing reliable counsel. Especially when it comes to your finances, no one wants to place their trust in a stranger. So it comes as no surprise that many people find it rather difficult to find an advisor they feel confident to fill that role in their lives.
It should not be some haphazard process that leads you to decide who you will trust with your hard-earned money. We understand and respect the concerns of this fateful process and fully grasp the gravity of this decision. Therefore, we are honored to be given the opportunity to continue serving new individuals and families who thoughtfully choose to place their finances in our hands.
At Blackbridge Financial, we place the utmost value on our clients and greatly appreciate the opportunity to serve the significant people in their lives as well. We consider it an honor to connect with your friends and loved ones who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.
What Sets Blackbridge Financial Apart
We’ve been fortunate to work with a diverse range of clients, many of whom already refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:
1. We offer confidence. We believe our clients deserve to work with advisors who provide oversight and scrutiny of every aspect of their financial affairs as if they were their own. Our experienced team of seasoned professionals are focused solely on your success. Each advisor is backed by the resources of LPL Financial, the nation’s largest independent broker-dealer*, and is dedicated to implementing strategies tailored to your unique goals. A lack of confidence can lead to stress and worry, which can then impact your overall happiness, contentment, and health. We truly care about our clients’ well-being.
*as reported in Financial Planning Magazine, June 1996-2018, based on total revenue.
2. We hold ourselves to the highest standard. A fiduciary duty is the highest standard of care. As investment fiduciaries, we are someone you have placed the utmost trust and confidence in to manage your property or money, a relationship in which we have an obligation to act for your benefit. We take this duty seriously and uphold the highest fiduciary standards.
3. We offer convenience. Blackbridge Financial is a comprehensive wealth services practice with offices located throughout the U.S. We offer a variety of convenient ways to easily and effectively connect with us, such as online account access, a toll-free number, a growing national footprint, and we even have internet-based meetings available to our clients.
4. We offer a comprehensive variety of services. We are so much more than just a group of professionals who help you make a few investments and identify some goal plans. We are proud to offer private wealth services ranging from financial planning and portfolio management to business planning and wealth transfer, and everything in between. We offer thorough retirement and income planning for individuals and families as well as corporate services such as retirement plan solutions, executive benefit planning, and employer-sponsored 529 plans, just to name a few. We truly take a holistic approach to creating the most thorough solutions for our clients.
5. We are transparent and informative. We wouldn’t blindly trust someone with our financial well-being, and we don’t expect our clients to have to do that either. That is why we have made some of our core values to be generous with our time and resources and to educate our clients in terms that can be understood. We always want to be available when you need us, and able to answer any questions or concerns you may have. The public is often fed incorrect facts, reactive scare stories, and general tips dished as tailored advice, making an already confusing topic even harder to navigate. We are committed to providing transparent, objective, and informative advice—no quotas to meet and no proprietary products to sell.
The People We Serve Best
The financial professionals at Blackbridge Financial offer financial planning and asset management solutions for a broad range of clients spanning from individuals and families to executives and corporations. Each of these groups presents their own unique advantages and disadvantages. We are a cohesive community of financial professionals that share a passion for exceptional service, an unwavering dedication to our clients’ best interests, and tremendous integrity in practice management in order to skillfully serve each group in their unique circumstances.
Do You Know Someone Who Could Benefit From Our Services?
It is our highest priority to make sure each and every client walks away with an excellent experience that meets all of their financial planning needs. Want to know more about retirement planning? We have answers. Feeling overwhelmed by investment management? We have strategies. Need assistance with insurance and estate planning strategies? We’re here to guide you. Want to begin or review an existing portfolio? You guessed it—we’re here for you! And if you have family or friends who have questions in any of these areas, we are here for them too.
If you’re a client with Blackbridge Financial and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services as well. Go ahead and forward this article to them now! Email Antonio at [email protected] or call 704.960.9646 today!
About Antonio
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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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.