Antonio V. Porretta, MBA, AAMS®
Independent Wealth Manager
LPL Financial
Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent the last decade working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages client investment portfolios in several states across the country and is devoted to helping NC residents protect their assets and ensure that their money lasts.
Antonio concentrates in developing highly effective strategies for retirees, affluent families, and business owners. His wealth management services include: retirement and income management, portfolio analysis and optimization, asset protection strategies, and wealth and estate transfer planning.
In working with Antonio’s practice, clients enjoy highly personalized service and attention along with the resources of one of the country’s largest independent broker/dealer’s. Antonio has used his knowledge and skill to help retirees and pre-retirees like yourself, plan for lifetime income, while minimizing the devastating effects of market risk. When you meet Antonio, he will address some of the common financial mistakes made by investors and how to overcome them.
Securities offered through LPL Financial, Member FINRA/SIPC
Contact:
Antonio V. Porretta, MBA, AAMS®
Individual Wealth Manager
12610 N. Community House Rd, Suite 204
Charlotte, North Carolina 28277
Phone: 704.499.9709
Fax: 704.973.4033