Antonio V. Porretta, MBA, AAMS&reg; 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.

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed 
group of professional fiduciaries dedicated to providing superior investment advice to their high 
networth clients. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey. A fiduciary is any person or institution that has the power to act on behalf of another in 
situations that require great trust, honesty, and loyalty. His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 
50 stations nationwide. Other Shows founded and hosted by Coach Pete are AMERICA'S 401K SHOW, 
ROCK ON RETIREMENT, and A+ RETIREMENT. All these shows are heard weekly throughout North 
Carolina and much of the nation. Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income 
planning is followed by many who wish to reduce retirement worries. The firm provides personalized investment and income strategies as well as tax and estate 
evaluation for all sizes of portfolios and estates. Call today and see if this is the family atmosphere you've always wanted.

Blackbridge Financial is a boutique wealth services firm that specializes in wealth management, retirement planning, financial planning, and asset management solutions.  We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to help you pursue your goals.  The first step in the planning process involves evaluating your current situation and becoming financially organized. To learn more about how to get started please give us a call to set up a complimentary consultation.

At Epic Financial, we are people just like you. We have families that we love and want to protect. We employ the same strategies and products that we recommend to our clients. We are in the same boat as you. We may not be in the same phase of life, but we are working toward the same goal. We want to be financially secure, protect our families, efficiently use our money, and have a comfortable retirement. Let us help you obtain financial security thru educating, developing, and implementing your unique plan.

At ACT Advisors, we provide independent, personalized, and ongoing professional investment advice. Our financial advisors can help you identify your goals, define the short- and long-term objectives to work towards them, and build a personalized investment plan tailored to your unique needs. As a Registered Investment Advisor (RIA), we are a fiduciary. This means that we put our clients before ourselves. When providing investment advice, our advisors have a fundamental obligation to act in the best interests of our clients.

You have decisions in your financial picture, you're the CEO of your financial life. Your job is to take all these ideas and decisions and make sure there's no gaps or overlaps. You have an asset management, risk management, and tax management divisions in your business management. One question: when you think about your whole financial picture, when was the last time someone besides you saw the whole thing in one place? Our team is going to do a deep dive on the whole picture and report back to you about what you're doing that's really well-aligned, and typically find a few areas to talk about. And more importantly, there are going to be some strategy things that you didn't know you didn't know. At the end of the day, financial planning is not just about the numbers -- how much you have and how much you need -- but about why the things you want are important to you. We go into much, much deeper planning than the math alone would dictate because we want to help people live focused on the joy in their lives. It's about the finances supporting your life, not your life supporting the finances.

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment 
strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

As a fee-based independent advisor, ACM Wealth Management creates 
unbiased, customized investment strategies to help build, protect 
and transfer client's wealth. We take a comprehensive and 
customized approach to your financial situation. Understanding what 
is most important to you, we then develop a clear long term plan 
that considers your needs, your goals, and your priorities. After 
the initial plan is developed we take an active role in your 
pursuit of these goals.

We work for our CLIENTS not a company. Blue Financial is built upon developing a stable, independent retirement for you. It's not just our job--it's our passion. Putting clients first and setting ourselves apart from industry norms is our number one priority. We take a look at one aspect most advisors rarely do: taxes. At Blue, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax-free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals, even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans like 401(k)s or IRAs then your income at retirement is taxable. Our attention to critical tax strategies helps our clients prepare to have tax free assets at retirement thus further protecting their life's work and savings. Our methods are focused on achieving your goals because that's the only benchmark that matters!

We are a committed group of professionals dedicated to providing superior investment advice to 
our corporate and high net worth clients. We average over 30 years of experience in the financial 
industry. We strive to provide the best, most professional and personalized service possible. We 
act honestly, with pride and integrity, and always in the best interest of our clients. We earn 
our clients trust and respect. We believe our knowledge, combined with the exceptional service we 
provide, ensure our clients are proud to recommend us to their family members, colleagues and 
friends. 
Also located at 9121 Anson Way, Suite #204, Raleigh NC, 27615

We are not your typical financial advisors. With decades of experience, our local team consists of a CERTIFIED FINANCIAL PLANNER&trade;, a mechanical engineer, an MBA holder, and a former manager for a major investment solutions company. Our diverse backgrounds, education, and experience allow us to challenge conventional wisdom in our approach to investment planning. Our approach to financial planning is tailored to your individual goals. We not only take into consideration your financial goals, but we also include stage of life, risk assessment, and future cash flow requirements. Our goal is to prepare you for today, tomorrow and for whatever life brings you. And after many years in business, we've gotten pretty good at that.

We are committed to maintaining the highest standards of integrity and professionalism in our 
relationship with you, our client. We endeavor to know and understand your financial situation 
and provide you with personalized information, services, and products to help you reach your 
goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We 
operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in 
their best interest. A long-term perspective of the Dow Jones Industrial Average reveals the reality there are 
extended periods of time which the US equity market will trend upwards, and also long periods 
of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy 
- Underpinning our Fact-Based strategy is a set of core beliefs about the market. These core beliefs are: 1. We don't know where the market will go - and neither does anyone else. 2. Wherever the market goes, it will get there by trending. 3. Along the way, there will be outperformers and underperformers. Armed with these three core beliefs, we are well equipped to handle whatever the market brings 
- ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact-
Based strategy concentrates on identifying outperformers to include in our portfolios. 
Together, they give us the "when" and "what" - the two essential ingredients of success.

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

At our firm, we have the client - and only the client - in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

We are a fee-only private wealth management practice that acts as a fiduciary for our clients. Our typical client is a business owner or professional that needs to achieve a monthly income goal in retirement and our team builds a customized portfolio to exceed this goal while taking the least amount of risk. We also provide financial planning, retirement planning and tax-efficient investing.

Find the best financial advisor in North Carolina. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

Find the right advisors to meet your financial planning needs in North Carolina

List of Qualified
Financial Planners in North Carolina

Antonio V. Porretta

Blackbridge Financial

Coach Pete DArruda

Capital Financial Advisory Group, LLC

Craig Faile

Blackbridge Financial

Jonathan M. Spatz

Epic Income Advisors

Pat Latta

ACT Advisors Wealth Management

Tom Morris

Northwestern Mutual -Tom Morris

Tony Montanari

ACM Wealth Management

Tony Montanari

ACM Wealth Management

Alex Calott and Austin Powell

Blue Financial

Kenneth Nelson

Nelson Wealth Advisors

Jeff McElroy

US Financial Services

Masonboro Advisors

Masonboro Advisors

Strategic Investment Partners

Strategic Investment Partners

Allworth Financial

Allworth Financial

Frequently Asked Questions

FIND A
FINANCIAL
PLANNER

Popular Articles

Find the right advisors to meet your financial planning needs in North Carolina

List of Qualified Financial Planners in North Carolina

Blackbridge Financial

Capital Financial Advisory Group, LLC

Blackbridge Financial

Epic Income Advisors

ACT Advisors Wealth Management

Northwestern Mutual -Tom Morris

ACM Wealth Management

ACM Wealth Management

Blue Financial

Nelson Wealth Advisors

US Financial Services

Masonboro Advisors

Strategic Investment Partners

Allworth Financial

Frequently Asked Questions

FIND AFINANCIALPLANNER

Popular Articles

List of Qualified
Financial Planners in North Carolina

FIND A
FINANCIAL
PLANNER