Founder, Portus Wealth Advisors

A passionate advocate for entrepreneurial success, William Bissett brings over two decades of experience to his role as Founder of Portus Wealth Advisors. His journey into financial planning was sparked by a fascination with economics during a formative year in Washington D.C., leading him to dedicate his career to empowering business owners. William founded Portus Wealth Advisors in Charlotte, NC, in 2019 to provide sophisticated, comprehensive financial guidance, primarily for entrepreneurs leading businesses with revenues between $5 million and $50 million. He excels at helping them build robust financial foundations that support both their ambitious business objectives and their personal life goals, enabling them to not just succeed, but thrive.

Before taking the entrepreneurial leap to establish Portus, William spent more than a decade honing his expertise at a fast-growing RIA in Maryland, learning from key mentors. Today, he focuses on delivering dynamic financial strategies that prepare business owners for significant future transitions and help them secure lasting legacies.

Beyond his advisory work, William is deeply committed to the entrepreneurial ecosystem. He is an active mentor to startups, an angel investor, and the long-time host of the popular "Speaking of Startups" podcast (formerly Charlotte Angel Connection, with over 160 episodes) and the new "Charting Opportunities" podcast. A firm believer in holistic well-being, William champions the idea that true success integrates financial discipline with robust personal health and a strong commitment to community. His approach is built on fostering growth—for his clients, his talented team at Portus, and the broader entrepreneurial landscape.

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

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

    Published On: June 6, 2025
  • Image of a man touching a hologram of a lock with the header reading, "Does Your Business Need Specialized Liability Insurance?"

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

    Published On: June 4, 2025
  • Man sitting in a chair, looking dejected. Header reads, "Common Exit Planning Mistakes".

    Common Exit Planning Mistakes Made by Charlotte Business Owners

    Published On: June 2, 2025
  • Warrior holding a shield with the words "Fiduciary Financial Planner" Header says "Why a Fiduciary Advisors Matters".

    Why a Fiduciary Advisor Matters for Charlotte Business Owners

    Published On: May 30, 2025
  • Fork in the road with two signs. One says "MBO". The other says "Third Party". With the Header reading "Business succession Planning".

    NC Business Succession: MBO or Third-Party Sale?

    Published On: May 28, 2025
  • Hand reaching up and touching an illuminated golden key with the heading "What if you lost your MVP?"

    Understanding Key Person Insurance for Your Charlotte Business

    Published On: May 26, 2025
  • 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.

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

    Published On: May 23, 2025
  • Tropical coastline with white sandy beaches. Text overlay says "Planning After Your Business Exit"

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

    Published On: May 21, 2025
  • Person lining up blocks with words representing core values, like "goals, ethics, trust" etc.

    More Than Profit: Aligning Your Charlotte Business with Your Values

    Published On: May 19, 2025
  • Father and son throwing a football on the beach with the words "Passing Your Charlotte Business to the Next Gen".

    Key Considerations for Passing Your Charlotte Business to the Next Gen

    Published On: May 16, 2025