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.

  • Guys laying concrete on the roof of a building with the sunset in the background for the "Building a Business With Purpose" blog post.

    Building a Business With Purpose: Lessons From Two Founders

    Published On: July 16, 2026
  • Thumbnail for William Bissett's interview on the Remarkable People Podcast. Image of William on the right. Episode title on the left, "Failing College to Financial CEO: William Bissett On True Leadershipt and Lettign Go"

    Letting Go of Your Business

    Published On: July 15, 2026
  • How to Sell Your Business Without Letting Your Ego Get in the Way

    Published On: July 11, 2026
  • How to Build a Business That Runs Without You: Start by Teaching

    Published On: July 11, 2026
  • Why Working In Your Business Is Killing Your Exit Value

    Published On: July 11, 2026
  • Entrepreneurship Through Acquisition: The Real Estate Risk Nobody Talks About

    Published On: July 11, 2026
  • How to Spot a Fake Expert Before They Cost You Money

    Published On: July 11, 2026
  • The Hidden Cost of Using Your CPA for Bookkeeping

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

    Published On: July 3, 2026
  • Image of a man (business owner) standing on the bank opposite the Jupiter, Florida inlet lighthouse. Portus Wealth Advisors logo in bottom right corner.

    Selling My Jupiter FL Business: An Exit Planning Guide

    Published On: July 1, 2026