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.

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    Published On: July 11, 2026
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    How to Maximize Your Business Exit

    Published On: July 3, 2026
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    Selling My Jupiter FL Business: An Exit Planning Guide

    Published On: July 1, 2026
  • Featured Image for Exit Value Optimization blog post, featuring a black SUV heading up the exit ramp in the Blue Ridge mountains. Portus Wealth Advisors log in the top left.

    Exit Value Optimization: Maximize What You Walk Away With

    Published On: June 24, 2026
  • Image of a man outside a stone wall sign that says "Palm Beach Gardens" hammering a sign into the grass that says, "Business for Sale". Portus Wealth Advisors logo in bottom right corner.

    Selling My Palm Beach Gardens Business: An Exit Guide

    Published On: June 17, 2026
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    Published On: June 15, 2026
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    Published On: June 15, 2026