Stay informed about the latest developments in the investment landscape and essential financial planning news from the Portus team. Each month, we share valuable insights and perspectives on market trends and strategies designed to help you make confident decisions. With these updates delivered directly to your inbox, you’ll be equipped to navigate your financial journey effectively.

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  • Portus Wealth Advisors team, winner of the AdvisorHub top 250 RIAs to watch in 2025. Form left: John Sanders, Sakshi Chauhan, Kaitlin DeDora, and founder William Bissett.
    June 21, 2025||Featured||2.3 min||

    Portus Wealth Advisors Recognized as a Top Firm to Watch in the Nation by AdvisorHub

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  • Fireworks with the Portus Wealth Advisors logo in the bottom right for the July 2025 Financial Planning Strategies update
    July 8, 2025||Strategy||3 min||

    July 2025 Financial Planning Strategies

  • Image of the American flag with the Portus Wealth Advisors logo at the bottom right for the July 2025 Economic and Investment Update.
    July 8, 2025||Investment||2.7 min||

    July 2025 Economic And Investment Update

  • Woman's hand holding a mini umbrella over a stack of coins with the headline "Protecting Your Business Legacy"
    July 7, 2025||Insurance||6.8 min||

    Strategic Life Insurance: Protecting Your Business Legacy, Estate, and Family Wealth

  • Queen chess piece standing beside an overturned king with the heading "Advanced Retirement and Tax Strategies".
    July 4, 2025||Strategy||7.2 min||

    Maximizing Your Exit & Beyond: Advanced Retirement & Tax Strategies for Charlotte Business Owners

  • Girl on a lake swing, swinging over the water with the headline "Handle Market Swings Like A Pro".
    July 2, 2025||Investment||7.3 min||

    Navigating Market Swings with Substantial Assets: Investment Discipline for Charlotte Business Owners

  • Image of a family walking on the beach at sunset with the heading "Family Governance Conversations"
    June 30, 2025||General||7 min||

    Beyond the Boardroom: Essential Family Governance Conversations for Charlotte’s Entrepreneurial Families

  • Pile of money with the heading "Building Your Cash Flow System".
    June 27, 2025||General||8.6 min||

    Managing the Flow: Sophisticated Personal Cash Flow Systems for Charlotte’s Affluent Business Owners

  • Two planks. One reading "Reality". The other reading "Expectations". With the Heading "What to Expect from a Personal Wealth Advisor".
    June 25, 2025||Strategy||7.7 min||

    Beyond the Basics: What Charlotte Business Owners & HNWIs Should Expect from Their Personal Wealth Advisor

  • Castle on a hill with the headline "Fortifying Your Personal Wealth: Advanced Risk Management".
    June 23, 2025||Insurance||8.5 min||

    Fortifying Your Personal Wealth: Advanced Risk Management Strategies for Charlotte Business Owners

  • Charting Opportunities thumnail for video series with image of guest, Andrew Ashur, Lucid Bots logo, and the heading Robotics in the workforce
    June 21, 2025||Business||49.8 min||

    Robotics In The Workforce With Andrew Ashur | Charting Opportunities

  • Guy jumping over a hurdle with the headline "Key Retirement Planning Hurdles Post-Exit".
    June 20, 2025||Strategy||9.2 min||

    Life After the Business Sale: Overcoming Key Personal Retirement Planning Hurdles for Charlotte Entrepreneurs

  • Person spreading coins across a board in different boxes with the headline "Growing Your Personal Wealth".
    June 18, 2025||Investment||7 min||

    Diversifying & Growing Personal Wealth for Charlotte Entrepreneurs

  • One person passing a plant to another with the headline "Preserving Your Legacy".
    June 16, 2025||Estate Planning||7.9 min||

    Preserving Your Legacy: How Family Governance Fortifies Wealth for Charlotte Business-Owning Families

  • Main touching a holographic image of "Cash Flow" with another for "Business" and "Finance" below it.
    June 13, 2025||Strategy, Uncategorized||8.2 min||

    Strategic Cash Flow for Charlotte Entrepreneurs: Optimizing Personal Finances with Variable Business Income

  • Holographic gears with the headline "Integrated Wealth Management".
    June 11, 2025||Strategy||8.1 min||

    Integrated Wealth Management: 5 Pillars of Personal Financial Planning for Charlotte Business Owners & Affluent Families

  • White sandy beach with a coconut tree in the background and the headline "June 2025 Economic and Investment Update".
    June 10, 2025||Investment||2 min||

    June 2025 Economic And Investment Update

  • Two people sitting around a table with papers and spreadsheets spread all over with the heading, "Fiduciary Duties: It Can Get Complicated".
    June 9, 2025||Business||5.5 min||

    Are You Meeting Your Fiduciary Duties? A Retirement Plan Sponsor Checklist for Charlotte Business Owners

  • Hands on top of each other in a circle, showing team work with the header "Assembling Your Business Succession Dream Team".
    June 6, 2025||Business||5.7 min||

    Your Business Succession Team: Who Needs to Be Involved (and Why Your Financial Advisor is Key)

  • Image of a man touching a hologram of a lock with the header reading, "Does Your Business Need Specialized Liability Insurance?"
    June 4, 2025||Insurance||5.7 min||

    Does Your Charlotte Business Need Specialized Liability Insurance (E&O, Cyber, D&O)?

  • Man sitting in a chair, looking dejected. Header reads, "Common Exit Planning Mistakes".
    June 2, 2025||Business||5.5 min||

    Common Exit Planning Mistakes Made by Charlotte Business Owners

  • Warrior holding a shield with the words "Fiduciary Financial Planner" Header says "Why a Fiduciary Advisors Matters".
    May 30, 2025||General||5.2 min||

    Why a Fiduciary Advisor Matters for Charlotte Business Owners

  • Fork in the road with two signs. One says "MBO". The other says "Third Party". With the Header reading "Business succession Planning".
    May 28, 2025||Strategy||6.9 min||

    NC Business Succession: MBO or Third-Party Sale?

  • Hand reaching up and touching an illuminated golden key with the heading "What if you lost your MVP?"
    May 26, 2025||Business||5.1 min||

    Understanding Key Person Insurance for Your Charlotte Business

  • Piece of paper with "Retirement Plan" written one it, with a calculator and glass jar of money. Header says "This says a lot about your business" with an arrow pointing toward the retirement plan document.
    May 23, 2025||Business||5.1 min||

    How a Strong Retirement Plan Boosts Your Charlotte Company’s Bottom Line

  • Tropical coastline with white sandy beaches. Text overlay says "Planning After Your Business Exit"
    May 21, 2025||Strategy||5.4 min||

    “I Sold My Business…” Financial Planning for Life After A Business Exit

  • Person lining up blocks with words representing core values, like "goals, ethics, trust" etc.
    May 19, 2025||Business||5.1 min||

    More Than Profit: Aligning Your Charlotte Business with Your Values

  • Father and son throwing a football on the beach with the words "Passing Your Charlotte Business to the Next Gen".
    May 16, 2025||Business||5.2 min||

    Key Considerations for Passing Your Charlotte Business to the Next Gen

  • Image of a handshake with the words "Buy Sell Agreement Not Funded?"
    May 14, 2025||Strategy||6.1 min||

    Is Your Charlotte Buy-Sell Funded? Why It’s Critical for Partners

  • Images of a stack of coins, each with a letter on top spelling taxes. A pair of scissors is cutting off the "es" in taxes, making the headline "Tax Cut Bill".
    May 13, 2025||Strategy||2.9 min||

    2025 Tax Cut Bill

  • Desk covered with spreadsheets and investment charts with the headline "Investment Analyst"
    May 13, 2025||Investment||2.7 min||

    A Day In The Life Of An Investment Analyst

  • Futuristic wall with the words "Advanced Retirement Plan Strategies".
    May 12, 2025||Business||5.3 min||

    Advanced Retirement Plan Strategies for Profitable Charlotte Businesses

  • Charting Opportunities thumbnail for Greg Brown episode, including Greg's picture, logo (Cardinal Finance) and name of the episode (The Role of a Fractional CFO)
    May 11, 2025||Business||52.7 min||

    The Role of a Fractional CFO With Greg Brown | Charting Opportunities

  • Man looking out floor to ceiling windows over a city with the words "What's Your Business Really Worth?"
    May 9, 2025||Business||5.2 min||

    Understanding What Your Charlotte Business is Really Worth

  • Picture of older man with thick glasses loooking at a book of pictures with the words "What Are Your Business Blindspots?"
    May 7, 2025||Business||5.6 min||

    Top 5 Financial Blind Spots for Successful Charlotte Entrepreneurs

  • Large key connecting separate cliffs with people walking across with text that says "When should I: Business Succession Planning".
    May 5, 2025||Strategy||4 min||

    Is It Ever Too Early? The Right Time for Charlotte Business Owners to Start Succession Planning

  • Dark room with serious looking people around a table with the header "Founder Secrets: With Martin Eveleigh".
    May 2, 2025||Business||2.5 min||

    Founder Secrets: Build, Grow & Exit Your Business

  • Guy walking between two cliffs on a tightrope with the words "What's your buiness risk strategy".
    May 2, 2025||Insurance||3.9 min||

    Is Your Charlotte Business Protected? Key Financial Risks Owners Overlook

  • Man looking at wall of boxes with retirement plans to chose from, including 401k, Simple, and SEP.
    April 30, 2025||Strategy||5.7 min||

    401(k) vs. SEP vs. SIMPLE: Choosing the Right Retirement Plan for Your Charlotte Business

  • A set of five keys in the middle of the light filtering between four skyscrapers with the words "5 keys to a successful exit".
    April 28, 2025||Strategy||4.9 min||

    5 Steps To Prepare Your Charlotte Business For A Successful Sale

  • Immaculate gears and belts on a car engine with the heading integrated financial planning.
    April 25, 2025||Strategy||4.3 min||

    Why Charlotte Business Owners Need Integrated Financial Planning

  • April 2025 Economic and Investment Update
    April 8, 2025||Investment||2.9 min||

    April 2025 Economic And Investment Update

  • April 2025 Financial Planning Strategies
    April 8, 2025||Strategy||2.6 min||

    April 2025 Financial Planning Strategies

  • Picture of Brandon Davis and image of NCF with heading "Pre-Sale Charitable Strategies".
    April 8, 2025||Estate Planning||56.8 min||

    Charitable Giving With Brandon Davis | Charting Opportunities

  • Charting Opportunities thumbnail for Erin Patterson episode, including her picture, company logo (Erin Patterson Law) and name of the episode (Estate Planning For Business Owners).
    April 8, 2025||Estate Planning||50.5 min||

    Estate Planning For Business Owners | Charting Opportunities

  • AI and Robotics
    April 4, 2025||Technology||3.7 min||

    AI And Robotics For The Blue Collar Sector

  • Charting Opportunities thumbnail for Dr Carols Jorge Episode, including his picture, company logo (Companion Health) and name of the talk (Managing Stress as a Business Owner).
    March 19, 2025||Strategy||38.7 min||

    Managing Stress As A Business Owner | Charting Opportunities

  • Charting Opportunities thumbnail for talk with Jay Ripley, including his picture, company logo (GEM), and name of the talk (Selling to Private Equity)
    March 17, 2025||Business||61.6 min||

    Selling Your Business to Private Equity | Charting Opportunities

  • Charting Opportunities thumbnail featuring and Image of Robert Snowden, his company logo (South Park Advisors) and the name of the talk (Understanding Business valuations).
    March 16, 2025||Insurance||52.4 min||

    Business Valuation And How To Increase It | Charting Opportunities

  • Charting Opportunities thumnail with Harold Howell's name, his company (Spartan Corporate Advisors) and the name of the talk (Commercial Insurance Strategies).
    March 14, 2025||Insurance||41.6 min||

    Commercial Insurance, Reevaluating It After Growth Spurts | Charting Opportunities

  • march 2025 financial planning strategies
    March 11, 2025||Strategy||4.3 min||

    March 2025 Financial Planning Strategies

  • march 2025 economic and investment update
    March 11, 2025||Strategy||4.1 min||

    March 2025 Economic and Investment Update

  • January 14, 2025||Business, Estate Planning, Insurance||2.7 min||

    Estate Planning – Structuring Around Business Transitions

  • Sunset
    December 10, 2024||General||2.5 min||

    Health and Wellness

  • Sunset
    December 9, 2024||Insurance||4.7 min||

    Insurance Business Solutions

  • Pier
    November 2, 2024||Business||2.3 min||

    Selling Your Business to Private Equity: The Current Landscape for Lower and Middle Market Business Owners

PORTUS WEALTH ADVISORS

Charting Opportunities

Discover the essentials of business valuation and how to maximize your company’s value as you plan for financial independence. This kick-off event covers everything from valuation approaches to preparing for a successful exit.