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.

  • Thumnail for the Charting Opportunities series for business owners looking to scale and sell their business. This thumbanil promotes the July 8, 2026 episode with Albert Taras who founded and sold TCG Consulting after 27 years. Image of Albert on the left and his company logo on the right, with the title of the episode in the middle " Spotting the Shift: How He Built a $28 Billion Enterprise, Albert Taras, TCG Consulting".

    Spotting the Shift: How He Built a $26B Enterprise

    Published On: June 10, 2026
  • A lone male figure in smart business casual clothing -- dark trousers, a well-fitted button-down shirt, no jacket -- walking away from the camera down a winding two-lane mountain road. The figure is centered in the frame, mid-stride, posture confident and purposeful, not hurried. His back is fully turned to the camera so his face is never visible. The road curves gently ahead of him and disappears into a canopy of mature hardwood trees -- oaks, maples, and birches -- with late afternoon golden light filtering through the leaves and casting long, warm shadows across the asphalt. The surrounding landscape is unmistakably Blue Ridge -- rolling green hills layered in the background, a soft haze in the distant valleys, the kind of scene familiar to anyone who has driven through western North Carolina. The light is rich and warm, the golden hour just before sunset, with the brightest glow coming from the direction the figure is walking toward. The road ahead looks open, clear, and worth walking toward. The overall mood is cinematic, calm, and forward-moving -- a sense of quiet purpose and earned confidence rather than urgency or drama. No cars, no signs, no other figures. Just the man, the road, and what lies ahead. Shot as if from a professional cinema camera at ground level, slightly wide angle, with the road and figure as the central compositional element. Portus Wealth Advisors logo in the top right corner.

    What Is a Fee-Only Financial Advisor and Why It Matters

    Published On: June 3, 2026

  • Why There Is No Perfect Estate Plan, Just a Really Good One

    Published On: May 25, 2026

  • What Your Business Needs From You Changes as It Grows

    Published On: May 25, 2026

  • Why the Energy You Bring to Work Is Part of Your Business Valuation

    Published On: May 25, 2026

  • Know Where You’re Going: The Real Purpose of a Financial Plan

    Published On: May 25, 2026
  • William Bissett, CFP (Certified Financial Planner) and CEPA (Certified Exit Planning Advisor) witht the Portus Wealth Advisors logo in the bottom left corner.

    What Is a CEPA and Why It Matters When Selling Your Business

    Published On: May 20, 2026

  • Stop Making Financial Decisions Based on How You Feel

    Published On: May 8, 2026
  • Aerial shot of Vero Beach, Florida for the "Selling Your Business in Vero Beach, Florida: Exit Planning Guide" blog post.

    Selling My Vero Beach Business: An Exit Planning Guide

    Published On: May 6, 2026

  • The Identity Crisis Nobody Warns You About When You Sell Your Business

    Published On: May 5, 2026