PORTUS WEALTH ADVISORS

Wealth ​Management for ​Business Owners

After all the sacrifices you’ve made to grow your business, it is time your business gives back to you.

Business Owner

YOUR JOURNEY TO FINANCIAL FREEDOM

Unlock the Value of Your Hard Work

As a business owner, you may:

  • Be worried that you aren’t doing enough to improve your ​personal finances today and into the future

  • Lack the expertise to sell your business because you’ve ​been so focused on building it for 20+ years

  • Feel unprepared for what you and the business need to do ​so you can start the next chapter of your life

We Are Here to Help You:

Think Strategically ​About Your Business
Sell Your ​Company
Own Your Financial ​Independence
Woman

EXPERT GUIDANCE

Dedicated To Your Successful Business Transition

We understand that the sacrifices business owners have to make for their company means they often overlook their personal finances in the process.

      • Most of our clients are business owners seeking strategies to support themselves and their families into the future

      • Our exit planning expertise and Certified Exit Planning Advisor credentials, along with specialized software, help business owners successfully exit and transition to the next life stage.

      Woman
      Man
      Man

      WORK WITH US

      Are We a Match?

      You want to partner with a financial advisor whose expertise is ​working with people like you. We may be a good fit if you:

      • Are a business owner seeking to sell your business for ​the next stage of life

      • Lack the expertise to create a comprehensive exit strategy

      • Want an ongoing relationship with a financial advisor to help ​you stay on track with your financial goals

      WORK WITH US

      Are We a Match?

      You want to partner with a financial advisor whose expertise is ​working with people like you. We may be a good fit if you:

      • Are a business owner seeking to sell your business for ​the next stage of life

      • Lack the expertise to create a comprehensive exit strategy

      • Want an ongoing relationship with a financial advisor to help ​you stay on track with your financial goals

      How to Work With Us

      Step 1

      Set up a 30-minute ​introductory phone call to get ​to know each other.

      Step 2

      Meet to discuss and develop ​a process specific to your ​situation and needs.

      Step 3

      Work with us and begin to ​position your business to ​help achieve your goals.

      Strategic Financial Planning for Your Goals

      Know Your Game Plan

      Identify your business exit ​strategy to achieve your ​objectives.

      Fund Your Goals

      Develop a savings plan based ​on your business’s current ​and future potential.

      Take Care of Your Family

      Have a plan in place to protect your loved ones if anything happens to you.

      Our Services

      Financial Planning

      Exit Planning

      Risk Management

      Retirement Planning

      Family Governance Meetings

      Investment Management

      Cash Flow and Budgeting

      Business Succession Planning

      Our Services

      Financial ​Planning

      Exit Planning

      Risk Management

      Retirement Planning

      Family Governance Meetings

      Investment Management

      Cash Flow and Budgeting

      Business Succession Planning

      Woman
      Woman

      ALWAYS STAY ONE STEP AHEAD

      Your Partner in Exit and Succession Planning

      Business owners preparing for the next stage of life often worry that they have been so focused on their business that they lack the ​expertise to monetize it. At Portus Wealth Advisors, our advisory team guides business owners through a comprehensive planning process ​so they can feel confident they know what they need for the business to continue to support them and their families.

      We are an independent Registered Investment Advisor based in Charlotte, NC, serving as financial guides for owners of businesses between ​$5 million and $50 million in revenue. We provide a true advisor relationship to help clients navigate through all their needs, including taxes, ​insurance, estate planning, and more.

      UNLOCK YOUR BUSINESS POTENTIAL

      Maximize Your Business Value with a Flexible Transition Plan

      You will partner with a team of advisors intent on maximizing the value of your business and creating a transition plan that gives you the ​flexibility you desire. We help you:

      • Understand and enhance business value

      • Create wealth beyond your business

      • Establish effective exit and succession plans

      Man
      Man

      COMMUNITY ENGAGEMENT

      Building Stronger Communities Together

      At Portus Wealth Advisors, we believe in the power of community and the importance of giving back. Through partnerships with local organizations like the Ballantyne Ball and Venture for America, we strive to make a meaningful impact in Charlotte. Our team is dedicated to supporting initiatives that foster growth, provide opportunities, and uplift those in need. Whether it’s mentoring future leaders or championing youth sports, we are committed to enhancing our community through active participation and collaboration.

      Ready to Get Started?

      PORTUS WEALTH ADVISORS

      Take Control of Your Finances and Secure Your Future

      Are you ready to stop worrying that you aren’t doing enough to improve your personal finances and feeling ​unprepared for what comes next? Take the first step to feeling confident that you can position your business to keep ​supporting you and your family into the future. Contact us today to schedule an introductory call.

      PHONE

      EMAIL ADDRESS