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.

  • Image of awoman walking up a dark stairwell, with light emergeing and leadingg the way toward the top for the " Every Owner Is Already Doing Succession Planning" blog post

    Every Owner Is Already Doing Succession Planning

    Published On: September 7, 2026
  • a wide aerial of an active Florida residential development under construction -- dozens of homes in various stages of completion, framing, roofing, and finishing visible from above, shot at golden hour with Florida's flat landscape and blue sky in the background for the "Exit Planning for Florida Trades Owners: Roofing, HVAC & More" blog post. Portus Wealth Advisors logo in the bottom left corner.

    Exit Planning for Florida Trades Owners: Roofing, HVAC & More

    Published On: September 4, 2026
  • Open fuse box with the hands of an electrician testing the connection for the "selling a Triangle NC trades business" blog post. Portus Wealth Advisors logo in the bottom right corner.

    Selling My Triangle NC Trades Business: An Exit Guide

    Published On: September 2, 2026
  • Image of Eileen Stephens on the left. Cuture Index, company logo on the Right. Charting Opportunities at the top and Portus Wealth Advisors logo bottom center.

    Right Person, Right Seat

    Published On: September 1, 2026
  • An aerial of Savannah's historic district -- the grid of squares, the Forsyth Park fountain, or the riverfront district from above at golden hour for the "selling your business in georgia" blog post. Portus Wealth Advisors logo in the bottom left.

    Selling Your Business in Georgia: What Owners Need to Know

    Published On: August 28, 2026
  • A bathroom sink with a pair of gloved hands from a plumber attaching pipes for the "selling my Charlotte NC trades business" blog post. Portus Wealth Advisors logo in the bottom left corner.

    Selling My Charlotte NC Trades Business: An Exit Guide

    Published On: August 26, 2026
  • A wide cinematic aerial showing the Upstate's rolling piedmont landscape with the Blue Ridge visible in the background and a hint of industrial or commercial development in Greenville, SC. Portus Wealth Advisors logo on the bottom left corner.

    Selling Your Business in South Carolina: What Owners Know

    Published On: August 21, 2026
  • How to Know If Debt Is Working for You or Against You

    Published On: August 19, 2026
  • The Secret to Moving Up in Your Business Is Replacing Yourself First

    Published On: August 19, 2026
  • Trump Accounts vs Roth IRA: Which One Is Better for Your Kids?

    Published On: August 19, 2026