We Are Here to Help You:
Think Strategically About Your Business
Sell Your Company
Own Your Financial Independence
EXPERT GUIDANCE
Tailored Financial Solutions for Every Stage
At Portus Wealth Advisors, we serve a diverse range of clients, from business owners to retirees. Whether you’re an entrepreneur managing business growth or a professional reaping the rewards of your career, we provide expert guidance. Our team understands the unique challenges you face, from planning for the future to navigating retirement after years of hard work.
No matter your career or life stage, our team is committed to helping you 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
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.
Estate Planning – Structuring Around Business Transitions
I met with a new client in his early 50s about 2 years ago – one who had started a successful company and done some basic estate planning years ago. He and his wife were ready to tackle some deeper estate planning topics – updating their old documents, considering business transition, and how their now-adult children would factor into the plan. After an introductory meeting with the couple, they took a scheduled trip abroad, and he suffered from a sudden medical condition which put him in hospital overseas. He tragically died there one week later.
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.
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