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.

  • 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
  • Charting Opportunities thumnail for video series with image of guest, Andrew Ashur, Lucid Bots logo, and the heading Robotics in the workforce

    Robotics In The Workforce With Andrew Ashur | Charting Opportunities

    Published On: June 21, 2025
  • Guy jumping over a hurdle with the headline "Key Retirement Planning Hurdles Post-Exit".

    Life After the Business Sale: Overcoming Key Personal Retirement Planning Hurdles for Charlotte Entrepreneurs

    Published On: June 20, 2025
  • Person spreading coins across a board in different boxes with the headline "Growing Your Personal Wealth".

    Diversifying & Growing Personal Wealth for Charlotte Entrepreneurs

    Published On: June 18, 2025
  • One person passing a plant to another with the headline "Preserving Your Legacy".

    Preserving Your Legacy: How Family Governance Fortifies Wealth for Charlotte Business-Owning Families

    Published On: June 16, 2025
  • Main touching a holographic image of "Cash Flow" with another for "Business" and "Finance" below it.

    Strategic Cash Flow for Charlotte Entrepreneurs: Optimizing Personal Finances with Variable Business Income

    Published On: June 13, 2025
  • Holographic gears with the headline "Integrated Wealth Management".

    Integrated Wealth Management: 5 Pillars of Personal Financial Planning for Charlotte Business Owners & Affluent Families

    Published On: June 11, 2025