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.

  • Founder to Architect: Building Systems to Scale | Portus Perspectives

    Published On: March 25, 2026
  • Raleigh, NC, Triangle, NC at night showing cars zipping along the highway around the city. Portus Wealth Advisors logo in the bottom left corner.

    Selling My Triangle NC Business: An Exit Planning Guide

    Published On: March 25, 2026
  • Charting Opportunities series episode teaser with Matt Butler or PairPEO to discuss HR as a Valuation Killer.

    HR as a Valuation Killer?

    Published On: March 20, 2026
  • Image of St. Lucie Florida at twilight for the "Selling Your St. Lucie Business" blog post. Portus Wealth Advisors logo in the bottom right corner.

    Selling Your Port St. Lucie Business: An Exit Guide

    Published On: March 18, 2026
  • Florida beach at sunset with the headline "Selling Your Stuart, FL Business," and the Portus Wealth Advisors logo.

    Selling Your Stuart, FL Business: An Exit Planning Guide

    Published On: March 5, 2026
  • Image of two chains crossing ini front of each other with the title Integrated Business Planning and the Portus WEalth Advisors logo in the bottom right corner.

    Founder’s Dilemma: Disconnected Business and Personal Planning

    Published On: February 25, 2026
  • Huge underground bank vault with door halfway open. Portus Wealth Advisors logo in the bottom right corner.

    Asset Protection for Founders: Using Irrevocable Trusts

    Published On: February 17, 2026
  • Man working over a tablt with a holographic image of charts popping up from the screen. Heading says Febraury 2026 Financial Planning Update

    February 2026 Financial Planning Update

    Published On: February 11, 2026
  • Gold coins stacked side by side with each stack to the right standing higher. Above the stack is a gold arrow moving up with the progession. Portus Wealth Advisors name in the bottom right corner.

    How to Increase Your Business Valuation Multiple for a 2026 Exit

    Published On: February 4, 2026
  • Charting Opportunities thumbnail for the monthly series, this month featuring Anne Marie Holder of Spark Strategic Ideas for her talk on Branding vs Marketing.

    Branding vs Marketing

    Published On: February 3, 2026