About Portus Wealth Advisors
Portus Wealth Advisors is a Private Wealth Management firm based in Charlotte, NC and serves clients across the country. Our clients are entrepreneurs and investors looking to better understand how to properly plan so they can be opportunistic while keeping their lifestyle intact.
You may be wondering about the meaning behind the name: Portus Wealth Advisors. At Portus, we are about maximizing your opportunities with a focus on your goals and priorities. The word "portus" stems from the word "opportunity" or its Latin form "opportunitas". Broken down further, "ob" means "toward" and "portus" means "port". The word opportunitas was developed in navigation when the conditions were right for a vessel to sail to port. Thus, a ship was in a state of opportunitas when its captain knew where to go AND how to get there given the conditions.
At Portus, our mission is to understand where you want to go, develop the best strategy to get you there, and pivot as often as needed to adjust to your needs and any opportunities as they arise. In the words of Roman Philosopher Senecas, "preparation meets opportunity."
Those words will drive us as we continue to build this firm for you and your family's future.