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.

  • Four stacks of coins with the headline "Master Wealth Allocation: The 4 Buckets".

    From Business Profits to Personal Prosperity: Master Wealth Allocation as a Charlotte Business Owner

    Published On: July 14, 2025
  • Old fashioned key on top of a bunch of hundred dollar bills with the heading "The Key to Specialized Personal Wealth Counsel".

    From Business Success to Enduring Legacy: Why Charlotte Entrepreneurs Need Specialized Personal Wealth Counsel

    Published On: July 9, 2025
  • Woman's hand holding a mini umbrella over a stack of coins with the headline "Protecting Your Business Legacy"

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

    Published On: July 7, 2025
  • Queen chess piece standing beside an overturned king with the heading "Advanced Retirement and Tax Strategies".

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

    Published On: July 4, 2025
  • Girl on a lake swing, swinging over the water with the headline "Handle Market Swings Like A Pro".

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

    Published On: July 2, 2025
  • Image of a family walking on the beach at sunset with the heading "Family Governance Conversations"

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

    Published On: June 30, 2025
  • Pile of money with the heading "Building Your Cash Flow System".

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

    Published On: June 27, 2025
  • Two planks. One reading "Reality". The other reading "Expectations". With the Heading "What to Expect from a Personal Wealth Advisor".

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

    Published On: June 25, 2025
  • Castle on a hill with the headline "Fortifying Your Personal Wealth: Advanced Risk Management".

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

    Published On: June 23, 2025
  • 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.

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

    Published On: June 21, 2025