We spend our lives building financial wealth.

We spend decades building our companies into transferable assets.

Yet, we spend almost no time building our “health wealth.”

Even though it’s the only asset that truly matters.

For many business owners, the stress of entrepreneurship accelerates the aging process.

We treat our bodies like machines until they break.

And unfortunately, the traditional healthcare system focuses on treating sickness, not optimizing performance.

That is why we are pleased to announce our January Charting Opportunities event, where we host a candid fireside chat with Dr. Carlos Jorge and Nathalie Simmons Jorge, the co-founders of Companion Health.

They are a husband-and-wife team who looked at the “factory medicine” model and disrupted it.

They built a boutique clinic in Charlotte that combines the best of conventional primary care with functional medicine.

On January 14th, we’ll discuss:

• The Asset Allocation of Health: Why chronic disease begins decades before symptoms appear and how you can stop it.
• The “Factory” Problem: Why the current medical system prioritizes billing codes over your longevity.
• The Executive Edge: How hormone optimization and functional insights can eliminate brain fog and restore the energy you need to lead.
• The Co-Founder Dynamic: A look at how a married couple successfully built a high-touch, service-based business together.

If you want to ensure you are around to enjoy the exit you are working so hard for, you absolutely need to be in the room for this discussion… physically or virtually via our YouTube Live link.

Event Details

• Date: Wednesday, January 14th
• Time: 4:00pm (Live) / 4:30pm (Virtual)
• Location: Triple C’s Barrel Room, Charlotte

Come ready to learn how to treat your health with the same strategic rigor you apply to your portfolio.

See you there,

The Portus Wealth Team