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.

 
 

Client Relationship Summary

Portus Wealth Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission. Investment advisory services, brokerage services, and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.